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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,410 | $138,078-78.7% | $125,363-76.5% | $134,509-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $12,685 | $5,245+141.9% | $4,815+163.5% | $4,741+167.6% |
| Participant deferral / active EE | $11,099 | $7,800+42.3% | $7,447+49.0% | $6,400+73.4% |
| Admin fee / account holder | $32 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |