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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,103 | $138,076-66.6% | $123,553-62.7% | $135,380-65.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.47% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $25,476 | $5,152+394.5% | $4,628+450.5% | $4,779+433.1% |
| Participant deferral / active EE | $14,883 | $6,800+118.9% | $6,426+131.6% | $5,609+165.3% |
| Admin fee / account holder | $122 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |