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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,080 | $92,766+92.0% | $82,763+115.2% | $134,545+32.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.66% | 946.97%-961.6pp | 702.45%-717.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,185 | $3,273-2.7% | $3,008+5.9% | $4,742-32.8% |
| Participant deferral / active EE | $7,306 | $4,802+52.1% | $4,395+66.2% | $6,401+14.1% |
| Admin fee / account holder | $154 | $5,978-97.4% | $5,325-97.1% | $11,431-98.7% |