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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,747 | $160,059-4.6% | $140,019+9.1% | $135,380+12.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.51% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $19,709 | $6,420+207.0% | $5,605+251.6% | $4,779+312.4% |
| Participant deferral / active EE | $14,186 | $7,641+85.7% | $6,927+104.8% | $5,609+152.9% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |