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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,938 | $180,462-76.8% | $154,111-72.8% | $135,379-69.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.40% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $8,122 | $6,036+34.6% | $5,298+53.3% | $4,779+70.0% |
| Participant deferral / active EE | $5,716 | $5,806-1.6% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $236 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |