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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,288 | $138,114+7.4% | $125,391+18.3% | $134,545+10.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.49% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,513 | $5,246-33.0% | $4,816-27.1% | $4,742-25.9% |
| Participant deferral / active EE | $16,075 | $7,801+106.1% | $7,448+115.8% | $6,401+151.1% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |