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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,135 | $138,076-17.3% | $123,553-7.6% | $135,380-15.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $9,896 | $5,152+92.1% | $4,628+113.8% | $4,779+107.1% |
| Participant deferral / active EE | $10,679 | $6,800+57.1% | $6,426+66.2% | $5,609+90.4% |
| Admin fee / account holder | $152 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |