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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,056 | $90,617-55.8% | $79,476-49.6% | $135,382-70.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 977.57%-983.5pp | 718.21%-724.2pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,788 | $3,068-9.1% | $2,800-0.4% | $4,779-41.7% |
| Participant deferral / active EE | $2,817 | $4,050-30.5% | $3,704-24.0% | $5,609-49.8% |
| Admin fee / account holder | $64 | $5,907-98.9% | $5,113-98.7% | $10,829-99.4% |