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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,079 | $138,102+38.4% | $125,381+52.4% | $134,532+42.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.28% | 750.73%-757.0pp | 572.31%-578.6pp | 418.27%-424.6pp |
| Employer contribution / active EE | $7,858 | $5,245+49.8% | $4,815+63.2% | $4,741+65.7% |
| Participant deferral / active EE | $16,752 | $7,801+114.8% | $7,448+124.9% | $6,401+161.7% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |