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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,701 | $138,114-63.3% | $125,391-59.6% | $134,545-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.24% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,100 | $5,246-60.0% | $4,816-56.4% | $4,742-55.7% |
| Participant deferral / active EE | $3,600 | $7,801-53.9% | $7,448-51.7% | $6,401-43.8% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |