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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,106 | $104,106-51.9% | $71,086-29.5% | $135,382-63.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.32% | 1256.30%-1261.6pp | 650.59%-655.9pp | 519.77%-525.1pp |
| Employer contribution / active EE | $9,155 | $1,485+516.5% | $1,088+741.7% | $4,779+91.6% |
| Participant deferral / active EE | $5,444 | $2,527+115.5% | $1,874+190.5% | $5,609-2.9% |
| Admin fee / account holder | $50 | $4,142-98.8% | $3,082-98.4% | $10,829-99.5% |