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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,526 | $197,819+4.9% | $155,789+33.2% | $125,389+65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.55% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,571 | $4,850-26.4% | $3,839-7.0% | $4,866-26.6% |
| Participant deferral / active EE | $12,100 | $5,631+114.9% | $4,798+152.2% | $5,352+126.1% |
| Admin fee / account holder | $66 | $9,544-99.3% | $7,477-99.1% | $9,541-99.3% |