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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,013 | $104,106-65.4% | $71,086-49.3% | $135,379-73.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.76% | 1256.30%-1260.1pp | 650.59%-654.3pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,125 | $1,485-24.2% | $1,088+3.4% | $4,779-76.5% |
| Participant deferral / active EE | $3,911 | $2,527+54.8% | $1,874+108.7% | $5,609-30.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |