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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,692 | $180,466-54.2% | $154,114-46.3% | $135,382-38.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.11% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,783 | $6,035-70.5% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $12,165 | $5,806+109.5% | $5,081+139.4% | $5,609+116.9% |
| Admin fee / account holder | $78 | $16,144-99.5% | $13,411-99.4% | $10,829-99.3% |