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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,399 | $138,102-4.9% | $125,381+4.8% | $134,532-2.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.70% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $10,995 | $5,245+109.6% | $4,815+128.3% | $4,741+131.9% |
| Participant deferral / active EE | $7,442 | $7,801-4.6% | $7,448-0.1% | $6,401+16.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |