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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,378 | $190,916-69.9% | $160,037-64.1% | $134,545-57.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.18% | 552.79%-563.0pp | 408.95%-419.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $10,200 | $4,996+104.2% | $4,226+141.4% | $4,742+115.1% |
| Participant deferral / active EE | $20,500 | $6,925+196.0% | $6,184+231.5% | $6,401+220.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |