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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,412 | $180,462+7.7% | $154,111+26.2% | $135,379+43.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.87% | 888.17%-891.0pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $4,736 | $6,036-21.5% | $5,298-10.6% | $4,779-0.9% |
| Participant deferral / active EE | $4,059 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |