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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,075 | $99,668+9.4% | $86,451+26.2% | $134,545-18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.19% | 6789.61%-6806.8pp | 4398.51%-4415.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,107 | $4,403-29.4% | $3,770-17.6% | $4,742-34.5% |
| Participant deferral / active EE | $5,757 | $7,249-20.6% | $6,953-17.2% | $6,401-10.1% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |