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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,204 | $180,459-78.8% | $154,108-75.2% | $135,380-71.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,308 | $6,035-61.8% | $5,298-56.4% | $4,779-51.7% |
| Participant deferral / active EE | $5,269 | $5,806-9.3% | $5,081+3.7% | $5,609-6.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |