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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,472 | $135,639-19.3% | $110,241-0.7% | $135,382-19.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.69% | 513.21%-516.9pp | 314.75%-318.4pp | 519.77%-523.5pp |
| Employer contribution / active EE | $15,000 | $4,907+205.7% | $3,827+292.0% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $117 | $11,457-99.0% | $8,548-98.6% | $10,829-98.9% |