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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,495 | $104,106-88.0% | $71,086-82.4% | $135,377-90.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.21% | 1256.30%-1259.5pp | 650.59%-653.8pp | 519.75%-523.0pp |
| Employer contribution / active EE | $977 | $1,485-34.2% | $1,088-10.2% | $4,779-79.6% |
| Participant deferral / active EE | $518 | $2,527-79.5% | $1,874-72.4% | $5,609-90.8% |
| Admin fee / account holder | $139 | $4,142-96.6% | $3,082-95.5% | $10,828-98.7% |