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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,768 | $92,684+41.1% | $82,706+58.1% | $134,509-2.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.35% | 945.84%-965.2pp | 701.76%-721.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $4,679 | $3,272+43.0% | $3,007+55.6% | $4,741-1.3% |
| Participant deferral / active EE | $13,217 | $4,800+175.4% | $4,394+200.8% | $6,400+106.5% |
| Admin fee / account holder | $157 | $5,982-97.4% | $5,329-97.1% | $11,427-98.6% |