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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,342 | $138,114+41.4% | $125,391+55.8% | $134,545+45.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.17% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,738 | $5,246-47.8% | $4,816-43.2% | $4,742-42.3% |
| Participant deferral / active EE | $9,971 | $7,801+27.8% | $7,448+33.9% | $6,401+55.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |