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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,009 | $190,843-69.1% | $159,981-63.1% | $134,493-56.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.70% | 552.37%-562.1pp | 408.70%-418.4pp | 418.01%-427.7pp |
| Employer contribution / active EE | $14,729 | $4,993+195.0% | $4,224+248.7% | $4,740+210.7% |
| Participant deferral / active EE | $17,000 | $6,923+145.5% | $6,182+175.0% | $6,400+165.6% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |