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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,231 | $84,464+4.5% | $61,399+43.7% | $134,509-34.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.80% | 585.06%-601.9pp | 338.81%-355.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,250 | $1,545-19.1% | $1,159+7.8% | $4,741-73.6% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |