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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,249 | $92,766+39.3% | $82,763+56.2% | $134,545-3.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.22% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $35,023 | $3,273+970.0% | $3,008+1064.2% | $4,742+638.6% |
| Participant deferral / active EE | $14,750 | $4,802+207.1% | $4,395+235.6% | $6,401+130.4% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |