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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,547 | $138,078-67.0% | $125,363-63.7% | $134,509-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.13% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,000 | $5,245-80.9% | $4,815-79.2% | $4,741-78.9% |
| Participant deferral / active EE | $12,732 | $7,800+63.2% | $7,447+71.0% | $6,400+98.9% |
| Admin fee / account holder | $45 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |