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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,375 | $106,551-42.4% | $91,225-32.7% | $134,532-54.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.64% | 160.78%-178.4pp | 114.12%-131.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,880 | $3,331+16.5% | $2,851+36.1% | $4,741-18.2% |
| Participant deferral / active EE | $7,154 | $4,718+51.6% | $4,233+69.0% | $6,401+11.8% |
| Admin fee / account holder | $11 | $6,234-99.8% | $5,422-99.8% | $11,429-99.9% |