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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,979 | $197,819-61.6% | $155,789-51.2% | $125,389-39.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.60% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,972 | $4,850-59.3% | $3,839-48.6% | $4,866-59.5% |
| Participant deferral / active EE | $4,050 | $5,631-28.1% | $4,798-15.6% | $5,352-24.3% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |