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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,597 | $138,068+21.4% | $125,358+33.7% | $134,493+24.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.87% | 750.30%-770.2pp | 572.03%-591.9pp | 418.01%-437.9pp |
| Employer contribution / active EE | $1,182 | $5,244-77.5% | $4,814-75.5% | $4,740-75.1% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |