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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,983 | $138,102-58.0% | $125,381-53.8% | $134,532-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.27% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $10,058 | $5,245+91.7% | $4,815+108.9% | $4,741+112.1% |
| Participant deferral / active EE | $17,133 | $7,801+119.6% | $7,448+130.0% | $6,401+167.7% |
| Admin fee / account holder | $75 | $11,568-99.4% | $10,007-99.3% | $11,429-99.3% |