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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,651 | $138,076-18.4% | $123,553-8.8% | $135,380-16.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.53% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,093 | $5,152-20.6% | $4,628-11.6% | $4,779-14.4% |
| Participant deferral / active EE | $9,967 | $6,800+46.6% | $6,426+55.1% | $5,609+77.7% |
| Admin fee / account holder | -$254 | $10,917-102.3% | $9,284-102.7% | $10,828-102.3% |