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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,855 | $92,743-87.2% | $82,744-85.7% | $134,532-91.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.51% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,500 | $3,273-54.2% | $3,008-50.1% | $4,741-68.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $250 | $5,977-95.8% | $5,325-95.3% | $11,429-97.8% |