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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,001 | $78,694+75.4% | $67,652+104.0% | $125,389+10.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.37% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,317 | $3,044-23.9% | $2,266+2.3% | $4,866-52.4% |
| Participant deferral / active EE | $3,873 | $4,292-9.8% | $3,560+8.8% | $5,352-27.6% |
| Admin fee / account holder | $3 | $7,403-100.0% | $4,821-99.9% | $9,541-100.0% |