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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,470 | $138,072+36.5% | $123,549+52.5% | $135,382+39.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.90% | 153.69%-155.6pp | 119.20%-121.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $11,029 | $5,152+114.1% | $4,628+138.3% | $4,779+130.8% |
| Participant deferral / active EE | $7,249 | $6,799+6.6% | $6,426+12.8% | $5,609+29.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |