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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,790 | $138,075+13.6% | $123,552+26.9% | $135,379+15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.24% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $6,592 | $5,152+28.0% | $4,628+42.4% | $4,779+37.9% |
| Participant deferral / active EE | $5,483 | $6,800-19.4% | $6,426-14.7% | $5,609-2.2% |
| Admin fee / account holder | $105 | $10,917-99.0% | $9,285-98.9% | $10,828-99.0% |