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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,747 | $138,114-27.1% | $125,391-19.7% | $134,545-25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $4,054 | $5,246-22.7% | $4,816-15.8% | $4,742-14.5% |
| Participant deferral / active EE | $5,280 | $7,801-32.3% | $7,448-29.1% | $6,401-17.5% |
| Admin fee / account holder | $286 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |