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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,617 | $138,102-7.6% | $125,381+1.8% | $134,532-5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.50% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $5,547 | $5,245+5.7% | $4,815+15.2% | $4,741+17.0% |
| Participant deferral / active EE | $15,369 | $7,801+97.0% | $7,448+106.4% | $6,401+140.1% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |