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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,307 | $135,645+22.6% | $110,243+50.9% | $135,379+22.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.86% | 513.24%-516.1pp | 314.76%-317.6pp | 519.79%-522.7pp |
| Employer contribution / active EE | $3,428 | $4,907-30.1% | $3,827-10.4% | $4,779-28.3% |
| Participant deferral / active EE | $7,343 | $5,507+33.3% | $4,672+57.2% | $5,609+30.9% |
| Admin fee / account holder | $11 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |