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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,828 | $138,076-77.7% | $123,553-75.0% | $135,380-77.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.52% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $6,918 | $5,152+34.3% | $4,628+49.5% | $4,779+44.8% |
| Participant deferral / active EE | $5,535 | $6,800-18.6% | $6,426-13.9% | $5,609-1.3% |
| Admin fee / account holder | $258 | $10,917-97.6% | $9,284-97.2% | $10,828-97.6% |