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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,727 | $138,076-82.1% | $123,553-80.0% | $135,380-81.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $5,306 | $5,152+3.0% | $4,628+14.7% | $4,779+11.0% |
| Participant deferral / active EE | $8,600 | $6,800+26.5% | $6,426+33.8% | $5,609+53.3% |
| Admin fee / account holder | $82 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |