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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,795 | $138,102-30.6% | $125,381-23.6% | $134,532-28.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.89% | 750.73%-759.6pp | 572.31%-581.2pp | 418.27%-427.2pp |
| Employer contribution / active EE | $10,765 | $5,245+105.2% | $4,815+123.6% | $4,741+127.1% |
| Participant deferral / active EE | $3,914 | $7,801-49.8% | $7,448-47.5% | $6,401-38.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |