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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,781 | $138,102-58.9% | $125,381-54.7% | $134,532-57.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.58% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $12,866 | $5,245+145.3% | $4,815+167.2% | $4,741+171.4% |
| Participant deferral / active EE | $10,458 | $7,801+34.1% | $7,448+40.4% | $6,401+63.4% |
| Admin fee / account holder | $43 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |