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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,477 | $138,114-44.6% | $125,391-39.0% | $134,545-43.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.89% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,107 | $5,246+35.5% | $4,816+47.6% | $4,742+49.9% |
| Participant deferral / active EE | $11,275 | $7,801+44.5% | $7,448+51.4% | $6,401+76.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |