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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,680 | $160,059-10.9% | $140,019+1.9% | $135,379+5.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.31% | 911.44%-910.1pp | 651.15%-649.8pp | 519.79%-518.5pp |
| Employer contribution / active EE | $15,238 | $6,420+137.4% | $5,605+171.8% | $4,779+218.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |