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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,969 | $180,459-39.6% | $154,108-29.3% | $135,380-19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $10,434 | $6,035+72.9% | $5,298+97.0% | $4,779+118.3% |
| Participant deferral / active EE | $5,162 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | $297 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |