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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,618 | $138,102-27.1% | $125,381-19.8% | $134,532-25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.65% | 750.73%-759.4pp | 572.31%-581.0pp | 418.27%-426.9pp |
| Employer contribution / active EE | $10,425 | $5,245+98.7% | $4,815+116.5% | $4,741+119.9% |
| Participant deferral / active EE | $9,513 | $7,801+22.0% | $7,448+27.7% | $6,401+48.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |