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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,702 | $180,459-12.6% | $154,108+2.3% | $135,380+16.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.96% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $9,694 | $6,035+60.6% | $5,298+83.0% | $4,779+102.9% |
| Participant deferral / active EE | $7,446 | $5,806+28.2% | $5,081+46.6% | $5,609+32.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |