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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,846 | $138,102-62.5% | $125,381-58.6% | $134,532-61.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.53% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,359 | $5,245-36.0% | $4,815-30.2% | $4,741-29.1% |
| Participant deferral / active EE | $10,230 | $7,801+31.1% | $7,448+37.4% | $6,401+59.8% |
| Admin fee / account holder | $71 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |