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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,485 | $160,059-29.1% | $140,019-18.9% | $135,382-16.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.56% | 911.44%-918.0pp | 651.15%-657.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $5,104 | $6,420-20.5% | $5,605-9.0% | $4,779+6.8% |
| Participant deferral / active EE | $12,844 | $7,641+68.1% | $6,927+85.4% | $5,609+129.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |