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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,515 | $152,542+14.4% | $117,498+48.5% | $134,509+29.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.15% | 53.02%-71.2pp | 29.75%-47.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $18,300 | $5,574+228.3% | $4,178+338.0% | $4,741+286.0% |
| Participant deferral / active EE | $20,500 | $4,819+325.4% | $4,071+403.5% | $6,400+220.3% |
| Admin fee / account holder | $50 | $7,006-99.3% | $5,646-99.1% | $11,427-99.6% |