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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,021 | $138,102-33.4% | $125,381-26.6% | $134,532-31.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -11.14% | 750.73%-761.9pp | 572.31%-583.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $5,261 | $5,245+0.3% | $4,815+9.3% | $4,741+11.0% |
| Participant deferral / active EE | $3,753 | $7,801-51.9% | $7,448-49.6% | $6,401-41.4% |
| Admin fee / account holder | $79 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |