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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,075 | $92,684+88.9% | $82,706+111.7% | $134,509+30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.43% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $3,750 | $3,272+14.6% | $3,007+24.7% | $4,741-20.9% |
| Participant deferral / active EE | $3,150 | $4,800-34.4% | $4,394-28.3% | $6,400-50.8% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |