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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,510 | $138,076-3.3% | $123,553+8.1% | $135,380-1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,496 | $5,152-51.6% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $10,560 | $6,800+55.3% | $6,426+64.3% | $5,609+88.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |