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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,619 | $197,819-55.2% | $155,789-43.1% | $125,389-29.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.73% | 86.73%-87.5pp | 71.54%-72.3pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,098 | $4,850+46.3% | $3,839+84.9% | $4,866+45.9% |
| Participant deferral / active EE | $12,455 | $5,631+121.2% | $4,798+159.6% | $5,352+132.7% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |