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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,523 | $190,916-70.4% | $160,037-64.7% | $134,545-58.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.48% | 552.79%-567.3pp | 408.95%-423.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $13,731 | $4,996+174.9% | $4,226+224.9% | $4,742+189.6% |
| Participant deferral / active EE | $13,500 | $6,925+95.0% | $6,184+118.3% | $6,401+110.9% |
| Admin fee / account holder | $225 | $10,497-97.9% | $8,716-97.4% | $11,431-98.0% |