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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,101 | $90,606+17.1% | $79,466+33.5% | $135,379-21.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.46% | 977.69%-982.2pp | 718.28%-722.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $3,809 | $3,068+24.2% | $2,800+36.0% | $4,779-20.3% |
| Participant deferral / active EE | $7,617 | $4,050+88.1% | $3,704+105.7% | $5,609+35.8% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |