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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,402 | $138,072+2.4% | $123,549+14.4% | $135,382+4.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.20% | 153.69%-156.9pp | 119.20%-122.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $7,133 | $5,152+38.5% | $4,628+54.1% | $4,779+49.3% |
| Participant deferral / active EE | $22,500 | $6,799+230.9% | $6,426+250.2% | $5,609+301.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |