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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,284 | $104,106-33.4% | $71,086-2.5% | $135,382-48.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.51% | 1256.30%-1262.8pp | 650.59%-657.1pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,250 | $1,485-15.9% | $1,088+14.9% | $4,779-73.9% |
| Participant deferral / active EE | $6,000 | $2,527+137.4% | $1,874+220.1% | $5,609+7.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |