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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,833 | $160,059-52.6% | $140,019-45.8% | $135,379-44.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.90% | 911.44%-918.3pp | 651.15%-658.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $6,838 | $6,420+6.5% | $5,605+22.0% | $4,779+43.1% |
| Participant deferral / active EE | $19,333 | $7,641+153.0% | $6,927+179.1% | $5,609+244.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |