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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,260 | $92,766+58.7% | $82,763+77.9% | $134,545+9.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -18.77% | 946.97%-965.7pp | 702.45%-721.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $3,172 | $3,273-3.1% | $3,008+5.5% | $4,742-33.1% |
| Participant deferral / active EE | $6,096 | $4,802+26.9% | $4,395+38.7% | $6,401-4.8% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |