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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,937 | $138,078+11.5% | $125,363+22.8% | $134,509+14.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.49% | 750.49%-765.0pp | 572.15%-586.6pp | 418.13%-432.6pp |
| Employer contribution / active EE | $9,265 | $5,245+76.7% | $4,815+92.4% | $4,741+95.4% |
| Participant deferral / active EE | $15,179 | $7,800+94.6% | $7,447+103.8% | $6,400+137.2% |
| Admin fee / account holder | $6 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |