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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,302 | $138,075-49.1% | $123,552-43.1% | $135,379-48.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.07% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $6,233 | $5,152+21.0% | $4,628+34.7% | $4,779+30.4% |
| Participant deferral / active EE | $8,946 | $6,800+31.6% | $6,426+39.2% | $5,609+59.5% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |