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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,212 | $138,072-49.9% | $123,549-44.0% | $135,382-48.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $3,198 | $5,152-37.9% | $4,628-30.9% | $4,779-33.1% |
| Participant deferral / active EE | $8,481 | $6,799+24.7% | $6,426+32.0% | $5,609+51.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |