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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,224 | $138,076-55.7% | $123,553-50.4% | $135,380-54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.74% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $6,881 | $5,152+33.6% | $4,628+48.7% | $4,779+44.0% |
| Participant deferral / active EE | $4,166 | $6,800-38.7% | $6,426-35.2% | $5,609-25.7% |
| Admin fee / account holder | $251 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |