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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,374 | $138,102-65.7% | $125,381-62.2% | $134,532-64.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.21% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $7,961 | $5,245+51.8% | $4,815+65.3% | $4,741+67.9% |
| Participant deferral / active EE | $9,933 | $7,801+27.3% | $7,448+33.4% | $6,401+55.2% |
| Admin fee / account holder | $143 | $11,568-98.8% | $10,007-98.6% | $11,429-98.7% |