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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,950 | $135,645-34.4% | $110,243-19.3% | $135,380-34.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.27% | 513.24%-519.5pp | 314.76%-321.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $5,165 | $4,907+5.3% | $3,827+35.0% | $4,779+8.1% |
| Participant deferral / active EE | $7,270 | $5,507+32.0% | $4,672+55.6% | $5,609+29.6% |
| Admin fee / account holder | $27 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |