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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,866 | $138,102-77.6% | $125,381-75.4% | $134,532-77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.71% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,626 | $5,245-49.9% | $4,815-45.5% | $4,741-44.6% |
| Participant deferral / active EE | $2,786 | $7,801-64.3% | $7,448-62.6% | $6,401-56.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |