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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,644 | $92,743+34.4% | $82,744+50.6% | $134,532-7.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 946.63%-963.3pp | 702.22%-718.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,555 | $3,273+39.2% | $3,008+51.4% | $4,741-3.9% |
| Participant deferral / active EE | $10,219 | $4,802+112.8% | $4,395+132.5% | $6,401+59.6% |
| Admin fee / account holder | $49 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |