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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,536 | $138,102-11.3% | $125,381-2.3% | $134,532-8.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.49% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $11,099 | $5,245+111.6% | $4,815+130.5% | $4,741+134.1% |
| Participant deferral / active EE | $11,087 | $7,801+42.1% | $7,448+48.9% | $6,401+73.2% |
| Admin fee / account holder | $59 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |