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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,198 | $180,462-79.9% | $154,111-76.5% | $135,379-73.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.99% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,864 | $6,036-52.6% | $5,298-45.9% | $4,779-40.1% |
| Participant deferral / active EE | $5,553 | $5,806-4.4% | $5,081+9.3% | $5,609-1.0% |
| Admin fee / account holder | $198 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |