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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,528 | $138,102-62.0% | $125,381-58.1% | $134,532-61.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.20% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $13,068 | $5,245+149.1% | $4,815+171.4% | $4,741+175.6% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $219 | $11,568-98.1% | $10,007-97.8% | $11,429-98.1% |