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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,681 | $92,707-52.9% | $82,726-47.2% | $134,493-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.41% | 945.12%-965.5pp | 701.33%-721.7pp | 418.01%-438.4pp |
| Employer contribution / active EE | $5,000 | $3,274+52.7% | $3,009+66.2% | $4,740+5.5% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |