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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,133 | $160,059+45.0% | $140,019+65.8% | $135,382+71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.82% | 911.44%-916.3pp | 651.15%-656.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $18,888 | $6,420+194.2% | $5,605+237.0% | $4,779+295.2% |
| Participant deferral / active EE | $12,762 | $7,641+67.0% | $6,927+84.2% | $5,609+127.5% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,829-99.8% |