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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,692 | $138,078+18.6% | $125,363+30.6% | $134,509+21.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.7pp |
| Employer contribution / active EE | $7,331 | $5,245+39.8% | $4,815+52.3% | $4,741+54.6% |
| Participant deferral / active EE | $21,477 | $7,800+175.4% | $7,447+188.4% | $6,400+235.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |