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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,965 | $138,114-50.1% | $125,391-45.0% | $134,545-48.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.35% | 750.88%-764.2pp | 572.41%-585.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $7,439 | $5,246+41.8% | $4,816+54.5% | $4,742+56.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $214 | $11,570-98.2% | $10,009-97.9% | $11,431-98.1% |