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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,251 | $152,542+11.0% | $117,498+44.0% | $134,509+25.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 53.02%-70.0pp | 29.75%-46.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $6,629 | $5,574+18.9% | $4,178+58.7% | $4,741+39.8% |
| Participant deferral / active EE | $20,367 | $4,819+322.6% | $4,071+400.2% | $6,400+218.2% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |