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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,947 | $138,102-37.8% | $125,381-31.5% | $134,532-36.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.92% | 750.73%-769.7pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,540 | $5,245+5.6% | $4,815+15.1% | $4,741+16.9% |
| Participant deferral / active EE | $11,258 | $7,801+44.3% | $7,448+51.2% | $6,401+75.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |