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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $90,617-39.6% | $79,476-31.1% | $135,382-59.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.61% | 977.57%-982.2pp | 718.21%-722.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $7,709 | $3,068+151.3% | $2,800+175.3% | $4,779+61.3% |
| Participant deferral / active EE | $1,602 | $4,050-60.4% | $3,704-56.7% | $5,609-71.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |