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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,797 | $92,743+44.3% | $82,744+61.7% | $134,532-0.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.79% | 946.63%-954.4pp | 702.22%-710.0pp | 418.27%-426.1pp |
| Employer contribution / active EE | $6,183 | $3,273+88.9% | $3,008+105.5% | $4,741+30.4% |
| Participant deferral / active EE | $1,190 | $4,802-75.2% | $4,395-72.9% | $6,401-81.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |