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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,290 | $90,607-69.9% | $79,467-65.7% | $135,380-79.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.43% | 977.74%-987.2pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,279 | $3,068+6.9% | $2,800+17.1% | $4,779-31.4% |
| Participant deferral / active EE | $3,544 | $4,050-12.5% | $3,704-4.3% | $5,609-36.8% |
| Admin fee / account holder | $4 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |