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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,129 | $138,102+5.8% | $125,381+16.5% | $134,532+8.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,909 | $5,245-63.6% | $4,815-60.4% | $4,741-59.7% |
| Participant deferral / active EE | $7,975 | $7,801+2.2% | $7,448+7.1% | $6,401+24.6% |
| Admin fee / account holder | $22 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |