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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,371 | $138,078-1.2% | $125,363+8.8% | $134,509+1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.49%-767.7pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $8,326 | $5,245+58.8% | $4,815+72.9% | $4,741+75.6% |
| Participant deferral / active EE | $6,499 | $7,800-16.7% | $7,447-12.7% | $6,400+1.5% |
| Admin fee / account holder | $231 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |