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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,926 | $138,076+33.2% | $123,553+48.9% | $135,380+35.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.48% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $13,038 | $5,152+153.1% | $4,628+181.7% | $4,779+172.8% |
| Participant deferral / active EE | $20,270 | $6,800+198.1% | $6,426+215.4% | $5,609+261.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |