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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,782 | $180,462-30.9% | $154,111-19.0% | $135,379-7.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.23% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $5,594 | $6,036-7.3% | $5,298+5.6% | $4,779+17.0% |
| Participant deferral / active EE | $3,464 | $5,806-40.3% | $5,081-31.8% | $5,609-38.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |