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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,745 | $138,072+33.1% | $123,549+48.7% | $135,382+35.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.84% | 153.69%-157.5pp | 119.20%-123.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $7,000 | $5,152+35.9% | $4,628+51.3% | $4,779+46.5% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |