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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,773 | $138,076+30.9% | $123,553+46.3% | $135,380+33.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.07% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $3,462 | $5,152-32.8% | $4,628-25.2% | $4,779-27.5% |
| Participant deferral / active EE | $15,733 | $6,800+131.4% | $6,426+144.8% | $5,609+180.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |