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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $95,975-60.5% | $74,549-49.2% | $135,379-72.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.42% | 56.96%-63.4pp | 32.53%-38.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $10,051 | $2,716+270.1% | $1,961+412.6% | $4,779+110.3% |
| Participant deferral / active EE | $9,188 | $3,844+139.0% | $3,108+195.6% | $5,609+63.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |