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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,623 | $138,114+4.7% | $125,391+15.3% | $134,545+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.06% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,322 | $5,246-55.7% | $4,816-51.8% | $4,742-51.0% |
| Participant deferral / active EE | $9,851 | $7,801+26.3% | $7,448+32.3% | $6,401+53.9% |
| Admin fee / account holder | $36 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |