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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,331 | $138,114-43.3% | $125,391-37.5% | $134,545-41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.67% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,000 | $5,246-23.8% | $4,816-16.9% | $4,742-15.6% |
| Participant deferral / active EE | $4,100 | $7,801-47.4% | $7,448-45.0% | $6,401-36.0% |
| Admin fee / account holder | $58 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |