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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,303 | $138,078+57.4% | $125,363+73.3% | $134,509+61.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.01% | 750.49%-765.5pp | 572.15%-587.2pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,581 | $5,245-50.8% | $4,815-46.4% | $4,741-45.6% |
| Participant deferral / active EE | $7,200 | $7,800-7.7% | $7,447-3.3% | $6,400+12.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |