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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,225 | $180,466+17.0% | $154,114+37.1% | $135,382+56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $9,302 | $6,035+54.1% | $5,298+75.6% | $4,779+94.7% |
| Participant deferral / active EE | $5,908 | $5,806+1.8% | $5,081+16.3% | $5,609+5.3% |
| Admin fee / account holder | $279 | $16,144-98.3% | $13,411-97.9% | $10,829-97.4% |