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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,224 | $92,684-28.5% | $82,706-19.9% | $134,509-50.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.47% | 945.84%-965.3pp | 701.76%-721.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $3,737 | $3,272+14.2% | $3,007+24.3% | $4,741-21.2% |
| Participant deferral / active EE | $5,450 | $4,800+13.6% | $4,394+24.1% | $6,400-14.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |