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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,435 | $138,114+77.7% | $125,391+95.7% | $134,545+82.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.96% | 750.88%-769.8pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $10,644 | $5,246+102.9% | $4,816+121.0% | $4,742+124.5% |
| Participant deferral / active EE | $14,415 | $7,801+84.8% | $7,448+93.5% | $6,401+125.2% |
| Admin fee / account holder | $113 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |