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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,725 | $180,466-5.4% | $154,114+10.8% | $135,382+26.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.01% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,398 | $6,035-76.8% | $5,298-73.6% | $4,779-70.7% |
| Participant deferral / active EE | $5,284 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $34 | $16,144-99.8% | $13,411-99.7% | $10,829-99.7% |