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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,593 | $190,879-25.3% | $160,009-10.9% | $134,532+6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.49% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.8pp |
| Employer contribution / active EE | $9,714 | $4,995+94.5% | $4,225+129.9% | $4,741+104.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $41 | $10,495-99.6% | $8,715-99.5% | $11,429-99.6% |