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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,325 | $160,059-26.7% | $140,019-16.2% | $135,380-13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.88% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $11,282 | $6,420+75.7% | $5,605+101.3% | $4,779+136.1% |
| Participant deferral / active EE | $11,905 | $7,641+55.8% | $6,927+71.9% | $5,609+112.2% |
| Admin fee / account holder | $207 | $13,328-98.4% | $10,705-98.1% | $10,828-98.1% |