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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,449 | $92,766+63.3% | $82,763+83.0% | $134,545+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.33% | 946.97%-962.3pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $15,007 | $3,273+358.5% | $3,008+398.8% | $4,742+216.5% |
| Participant deferral / active EE | $11,142 | $4,802+132.0% | $4,395+153.5% | $6,401+74.1% |
| Admin fee / account holder | $64 | $5,978-98.9% | $5,325-98.8% | $11,431-99.4% |