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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,194 | $138,076-15.1% | $123,553-5.1% | $135,380-13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.18% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $20,428 | $5,152+296.5% | $4,628+341.4% | $4,779+327.5% |
| Participant deferral / active EE | $4,971 | $6,800-26.9% | $6,426-22.6% | $5,609-11.4% |
| Admin fee / account holder | $177 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |