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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,589 | $138,114+56.8% | $125,391+72.7% | $134,545+61.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.03% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,978 | $5,246-24.2% | $4,816-17.4% | $4,742-16.1% |
| Participant deferral / active EE | $10,656 | $7,801+36.6% | $7,448+43.1% | $6,401+66.5% |
| Admin fee / account holder | $135 | $11,570-98.8% | $10,009-98.7% | $11,431-98.8% |