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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,637 | $138,102-17.0% | $125,381-8.6% | $134,532-14.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.52% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,443 | $5,245-53.4% | $4,815-49.3% | $4,741-48.5% |
| Participant deferral / active EE | $5,953 | $7,801-23.7% | $7,448-20.1% | $6,401-7.0% |
| Admin fee / account holder | $287 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |