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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,556 | $88,585-53.1% | $69,884-40.5% | $134,532-69.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | 442.80%-462.7pp | 190.81%-210.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,863 | $3,235+50.3% | $2,560+90.0% | $4,741+2.6% |
| Participant deferral / active EE | $12,159 | $4,770+154.9% | $3,848+216.0% | $6,401+90.0% |
| Admin fee / account holder | $262 | $10,441-97.5% | $6,266-95.8% | $11,429-97.7% |