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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,479 | $90,606+34.1% | $79,466+52.9% | $135,379-10.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.65% | 977.69%-984.3pp | 718.28%-724.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $8,196 | $3,068+167.2% | $2,800+192.7% | $4,779+71.5% |
| Participant deferral / active EE | $9,098 | $4,050+124.6% | $3,704+145.6% | $5,609+62.2% |
| Admin fee / account holder | $1 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |