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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,522 | $138,078+22.8% | $125,363+35.2% | $134,509+26.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.04% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $14,955 | $5,245+185.1% | $4,815+210.6% | $4,741+215.5% |
| Participant deferral / active EE | $17,594 | $7,800+125.6% | $7,447+136.3% | $6,400+174.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |