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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,866 | $180,466-69.0% | $154,114-63.8% | $135,382-58.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.54% | 888.15%-895.7pp | 735.16%-742.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,308 | $6,035-61.8% | $5,298-56.4% | $4,779-51.7% |
| Participant deferral / active EE | $6,232 | $5,806+7.3% | $5,081+22.7% | $5,609+11.1% |
| Admin fee / account holder | $162 | $16,144-99.0% | $13,411-98.8% | $10,829-98.5% |