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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,730 | $160,059-14.6% | $140,019-2.3% | $135,380+1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.54% | 911.48%-914.0pp | 651.17%-653.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $23,250 | $6,420+262.2% | $5,605+314.8% | $4,779+386.5% |
| Participant deferral / active EE | $21,250 | $7,641+178.1% | $6,927+206.8% | $5,609+278.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |