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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,931 | $138,078-18.9% | $125,363-10.7% | $134,509-16.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.55% | 750.49%-756.0pp | 572.15%-577.7pp | 418.13%-423.7pp |
| Employer contribution / active EE | $6,937 | $5,245+32.3% | $4,815+44.1% | $4,741+46.3% |
| Participant deferral / active EE | $6,188 | $7,800-20.7% | $7,447-16.9% | $6,400-3.3% |
| Admin fee / account holder | $21 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |