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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,059 | $92,766+55.3% | $82,763+74.1% | $134,545+7.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 946.97%-963.9pp | 702.45%-719.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $6,000 | $3,273+83.3% | $3,008+99.5% | $4,742+26.5% |
| Participant deferral / active EE | $14,311 | $4,802+198.0% | $4,395+225.6% | $6,401+123.6% |
| Admin fee / account holder | $140 | $5,978-97.7% | $5,325-97.4% | $11,431-98.8% |