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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,254 | $138,114-32.5% | $125,391-25.6% | $134,545-30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.71% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $10,618 | $5,246+102.4% | $4,816+120.5% | $4,742+123.9% |
| Participant deferral / active EE | $12,922 | $7,801+65.7% | $7,448+73.5% | $6,401+101.9% |
| Admin fee / account holder | -$140 | $11,570-101.2% | $10,009-101.4% | $11,431-101.2% |