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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,695 | $138,102-68.4% | $125,381-65.2% | $134,532-67.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.41% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,800 | $5,245-65.7% | $4,815-62.6% | $4,741-62.0% |
| Participant deferral / active EE | $3,000 | $7,801-61.5% | $7,448-59.7% | $6,401-53.1% |
| Admin fee / account holder | $274 | $11,568-97.6% | $10,007-97.3% | $11,429-97.6% |