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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,566 | $180,466+21.1% | $154,114+41.8% | $135,382+61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.40% | 888.15%-893.6pp | 735.16%-740.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $9,375 | $6,035+55.3% | $5,298+77.0% | $4,779+96.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |