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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,036 | $159,934-19.3% | $147,005-12.2% | $145,959-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,520 | $5,287-52.3% | $4,934-48.9% | $4,661-45.9% |
| Participant deferral / active EE | $12,200 | $8,427+44.8% | $8,070+51.2% | $6,689+82.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |