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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,606 | $180,459-51.5% | $154,108-43.2% | $135,380-35.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $5,155 | $6,035-14.6% | $5,298-2.7% | $4,779+7.9% |
| Participant deferral / active EE | $4,880 | $5,806-15.9% | $5,081-3.9% | $5,609-13.0% |
| Admin fee / account holder | $141 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |