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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,710 | $138,075-67.6% | $123,552-63.8% | $135,379-67.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.44% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $8,151 | $5,152+58.2% | $4,628+76.1% | $4,779+70.6% |
| Participant deferral / active EE | $8,167 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |