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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,364 | $150,207-24.5% | $120,380-5.8% | $145,978-22.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.14% | 154.28%-141.1pp | 107.28%-94.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $11,835 | $4,351+172.0% | $3,465+241.6% | $4,662+153.9% |
| Participant deferral / active EE | $6,307 | $6,175+2.1% | $4,992+26.3% | $6,690-5.7% |
| Admin fee / account holder | $1 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |