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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,975 | $190,862-55.5% | $159,991-46.9% | $134,509-36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.74% | 552.59%-570.3pp | 408.82%-426.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,119 | $4,995-37.6% | $4,225-26.2% | $4,741-34.2% |
| Participant deferral / active EE | $3,813 | $6,924-44.9% | $6,183-38.3% | $6,400-40.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |