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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,987 | $138,076+15.1% | $123,553+28.7% | $135,380+17.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.71% | 153.70%-153.0pp | 119.21%-118.5pp | 519.81%-519.1pp |
| Employer contribution / active EE | $7,429 | $5,152+44.2% | $4,628+60.5% | $4,779+55.5% |
| Participant deferral / active EE | $12,333 | $6,800+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |