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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,993 | $97,729+39.2% | $83,830+62.2% | $135,379+0.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.37% | 1287.52%-1294.9pp | 850.97%-858.3pp | 519.79%-527.2pp |
| Employer contribution / active EE | $3,660 | $4,222-13.3% | $3,631+0.8% | $4,779-23.4% |
| Participant deferral / active EE | $15,097 | $4,683+222.4% | $4,082+269.9% | $5,609+169.2% |
| Admin fee / account holder | $112 | $6,674-98.3% | $5,479-98.0% | $10,828-99.0% |