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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,277 | $135,645+49.9% | $110,243+84.4% | $135,380+50.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.80% | 513.24%-518.0pp | 314.76%-319.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $6,938 | $4,907+41.4% | $3,827+81.3% | $4,779+45.2% |
| Participant deferral / active EE | $5,911 | $5,507+7.3% | $4,672+26.5% | $5,609+5.4% |
| Admin fee / account holder | $273 | $11,458-97.6% | $8,548-96.8% | $10,828-97.5% |