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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,250 | $190,879+24.8% | $160,009+48.9% | $134,532+77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.92% | 552.63%-565.6pp | 408.85%-421.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $18,691 | $4,995+274.2% | $4,225+342.4% | $4,741+294.2% |
| Participant deferral / active EE | $10,800 | $6,924+56.0% | $6,183+74.7% | $6,401+68.7% |
| Admin fee / account holder | $19 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |