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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,936 | $92,743+136.1% | $82,744+164.6% | $134,532+62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.76% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $7,407 | $3,273+126.3% | $3,008+146.2% | $4,741+56.2% |
| Participant deferral / active EE | $6,719 | $4,802+39.9% | $4,395+52.9% | $6,401+5.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |