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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,639 | $138,078-47.4% | $125,363-42.1% | $134,509-46.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.49%-768.7pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $6,733 | $5,245+28.4% | $4,815+39.8% | $4,741+42.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |