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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,053 | $180,459-18.5% | $154,108-4.6% | $135,380+8.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.51% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $16,776 | $6,035+178.0% | $5,298+216.7% | $4,779+251.0% |
| Participant deferral / active EE | $16,776 | $5,806+188.9% | $5,081+230.2% | $5,609+199.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |