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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,771 | $138,102-29.2% | $125,381-22.0% | $134,532-27.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.25% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $5,340 | $5,245+1.8% | $4,815+10.9% | $4,741+12.6% |
| Participant deferral / active EE | $8,925 | $7,801+14.4% | $7,448+19.8% | $6,401+39.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |