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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,569 | $135,645+23.5% | $110,243+52.0% | $135,379+23.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.56% | 513.24%-519.8pp | 314.76%-321.3pp | 519.79%-526.4pp |
| Employer contribution / active EE | $5,400 | $4,907+10.1% | $3,827+41.1% | $4,779+13.0% |
| Participant deferral / active EE | $8,307 | $5,507+50.8% | $4,672+77.8% | $5,609+48.1% |
| Admin fee / account holder | $93 | $11,458-99.2% | $8,548-98.9% | $10,828-99.1% |