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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,603 | $138,102-77.1% | $125,381-74.8% | $134,532-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.50% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $9,607 | $5,245+83.1% | $4,815+99.5% | $4,741+102.6% |
| Participant deferral / active EE | $7,464 | $7,801-4.3% | $7,448+0.2% | $6,401+16.6% |
| Admin fee / account holder | $204 | $11,568-98.2% | $10,007-98.0% | $11,429-98.2% |