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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,120 | $138,102-89.1% | $125,381-87.9% | $134,532-88.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.82% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,782 | $5,245-47.0% | $4,815-42.2% | $4,741-41.3% |
| Participant deferral / active EE | $4,131 | $7,801-47.0% | $7,448-44.5% | $6,401-35.5% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |