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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,515 | $135,645-22.2% | $110,243-4.3% | $135,380-22.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.27% | 513.24%-508.0pp | 314.76%-309.5pp | 519.81%-514.5pp |
| Employer contribution / active EE | $4,550 | $4,907-7.3% | $3,827+18.9% | $4,779-4.8% |
| Participant deferral / active EE | $8,167 | $5,507+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |