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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,503 | $180,466+11.1% | $154,114+30.1% | $135,382+48.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.55% | 888.15%-896.7pp | 735.16%-743.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $3,928 | $6,035-34.9% | $5,298-25.9% | $4,779-17.8% |
| Participant deferral / active EE | $13,509 | $5,806+132.6% | $5,081+165.9% | $5,609+140.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |