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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,254 | $92,743+54.5% | $82,744+73.1% | $134,532+6.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.16% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,454 | $3,273-25.0% | $3,008-18.4% | $4,741-48.2% |
| Participant deferral / active EE | $7,815 | $4,802+62.7% | $4,395+77.8% | $6,401+22.1% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |