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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,134 | $138,102-76.7% | $125,381-74.4% | $134,532-76.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.54% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,501 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $4,744 | $7,801-39.2% | $7,448-36.3% | $6,401-25.9% |
| Admin fee / account holder | $163 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |