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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,026 | $138,114-20.3% | $125,391-12.3% | $134,545-18.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.38% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,119 | $5,246-40.5% | $4,816-35.2% | $4,742-34.2% |
| Participant deferral / active EE | $11,081 | $7,801+42.0% | $7,448+48.8% | $6,401+73.1% |
| Admin fee / account holder | $255 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |