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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,374 | $138,102-46.1% | $125,381-40.7% | $134,532-44.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $14,957 | $5,245+185.2% | $4,815+210.6% | $4,741+215.5% |
| Participant deferral / active EE | $5,731 | $7,801-26.5% | $7,448-23.1% | $6,401-10.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |