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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,860 | $138,076-72.6% | $123,553-69.4% | $135,380-72.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.61% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $17,455 | $5,152+238.8% | $4,628+277.1% | $4,779+265.2% |
| Participant deferral / active EE | $9,610 | $6,800+41.3% | $6,426+49.6% | $5,609+71.3% |
| Admin fee / account holder | $139 | $10,917-98.7% | $9,284-98.5% | $10,828-98.7% |