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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,890 | $106,551-44.7% | $91,225-35.4% | $134,532-56.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.43% | 160.78%-179.2pp | 114.12%-132.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $5,059 | $3,331+51.9% | $2,851+77.5% | $4,741+6.7% |
| Participant deferral / active EE | $5,922 | $4,718+25.5% | $4,233+39.9% | $6,401-7.5% |
| Admin fee / account holder | $155 | $6,234-97.5% | $5,422-97.1% | $11,429-98.6% |