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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,336 | $138,114+8.1% | $125,391+19.1% | $134,545+11.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.97% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $38,667 | $5,246+637.1% | $4,816+702.9% | $4,742+715.5% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $28 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |