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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,596 | $168,635-64.1% | $147,617-59.0% | $125,389-51.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.41% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $7,030 | $6,252+12.4% | $5,564+26.3% | $4,866+44.5% |
| Participant deferral / active EE | $12,160 | $5,507+120.8% | $4,895+148.4% | $5,352+127.2% |
| Admin fee / account holder | $20 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |