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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,045 | $180,459-73.4% | $154,108-68.8% | $135,380-64.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.09% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,323 | $6,035+21.3% | $5,298+38.2% | $4,779+53.2% |
| Participant deferral / active EE | $12,816 | $5,806+120.7% | $5,081+152.2% | $5,609+128.5% |
| Admin fee / account holder | $81 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |