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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,902 | $138,114-46.5% | $125,391-41.1% | $134,545-45.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.18% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $17,703 | $5,246+237.5% | $4,816+267.6% | $4,742+273.4% |
| Participant deferral / active EE | $10,800 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |