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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,918 | $138,078+29.6% | $125,363+42.7% | $134,509+33.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.39% | 750.49%-768.9pp | 572.15%-590.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $21,425 | $5,245+308.5% | $4,815+345.0% | $4,741+351.9% |
| Participant deferral / active EE | $6,398 | $7,800-18.0% | $7,447-14.1% | $6,4000% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |