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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,256 | $138,102+49.3% | $125,381+64.5% | $134,532+53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.81% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $21,160 | $5,245+303.4% | $4,815+339.4% | $4,741+346.3% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $7 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |