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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,683 | $180,466-24.8% | $154,114-12.0% | $135,382+0.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.63% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $3,282 | $6,035-45.6% | $5,298-38.0% | $4,779-31.3% |
| Participant deferral / active EE | $6,094 | $5,806+4.9% | $5,081+19.9% | $5,609+8.6% |
| Admin fee / account holder | $210 | $16,144-98.7% | $13,411-98.4% | $10,829-98.1% |