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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,327 | $138,076+53.1% | $123,553+71.0% | $135,380+56.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,000 | $5,152-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $6,453 | $6,800-5.1% | $6,426+0.4% | $5,609+15.0% |
| Admin fee / account holder | $215 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |