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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,708 | $180,459-27.6% | $154,108-15.2% | $135,380-3.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.78% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $7,463 | $6,035+23.7% | $5,298+40.9% | $4,779+56.2% |
| Participant deferral / active EE | $8,366 | $5,806+44.1% | $5,081+64.7% | $5,609+49.1% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |