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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,021 | $135,645-1.9% | $110,243+20.7% | $135,380-1.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.02% | 513.24%-521.3pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $19,570 | $4,907+298.8% | $3,827+411.4% | $4,779+309.5% |
| Participant deferral / active EE | $11,316 | $5,507+105.5% | $4,672+142.2% | $5,609+101.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |