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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,988 | $138,078+62.9% | $125,363+79.5% | $134,509+67.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.94% | 750.49%-763.4pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,260 | $5,245-76.0% | $4,815-73.8% | $4,741-73.4% |
| Participant deferral / active EE | $16,800 | $7,800+115.4% | $7,447+125.6% | $6,400+162.5% |
| Admin fee / account holder | -$161 | $11,566-101.4% | $10,005-101.6% | $11,427-101.4% |