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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,346 | $84,685-2.8% | $73,836+11.5% | $125,389-34.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.01% | 3123.80%-3125.8pp | 2268.06%-2270.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,899 | $3,123+56.8% | $2,787+75.7% | $4,866+0.7% |
| Participant deferral / active EE | $1,326 | $3,993-66.8% | $3,583-63.0% | $5,352-75.2% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |