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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,439 | $168,635-3.7% | $147,617+10.0% | $125,389+29.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.12% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $16,351 | $6,252+161.5% | $5,564+193.8% | $4,866+236.0% |
| Participant deferral / active EE | $2,085 | $5,507-62.1% | $4,895-57.4% | $5,352-61.0% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |