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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,709 | $90,607+129.2% | $79,467+161.4% | $135,380+53.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 977.74%-983.4pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,931 | $3,068+60.7% | $2,800+76.1% | $4,779+3.2% |
| Participant deferral / active EE | $5,081 | $4,050+25.5% | $3,704+37.2% | $5,609-9.4% |
| Admin fee / account holder | $111 | $5,895-98.1% | $5,104-97.8% | $10,828-99.0% |