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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,092 | $95,979-4.0% | $74,551+23.5% | $135,380-32.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.39% | 56.97%-62.4pp | 32.53%-37.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $19,970 | $2,716+635.2% | $1,961+918.3% | $4,779+317.9% |
| Participant deferral / active EE | $12,629 | $3,844+228.6% | $3,108+306.3% | $5,609+125.2% |
| Admin fee / account holder | $21 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |