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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,332 | $84,551+43.5% | $61,452+97.4% | $134,532-9.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.64% | 585.39%-604.0pp | 338.96%-357.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,200 | $1,545-22.3% | $1,160+3.5% | $4,741-74.7% |
| Participant deferral / active EE | $6,205 | $2,818+120.1% | $2,125+192.0% | $6,401-3.1% |
| Admin fee / account holder | $21 | $2,587-99.2% | $2,131-99.0% | $11,429-99.8% |