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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,300 | $138,076-72.3% | $123,553-69.0% | $135,380-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 153.70%-162.4pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $7,231 | $5,152+40.4% | $4,628+56.2% | $4,779+51.3% |
| Participant deferral / active EE | $4,848 | $6,800-28.7% | $6,426-24.6% | $5,609-13.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |