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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,590 | $90,617+136.8% | $79,476+170.0% | $135,382+58.5% |
| Participation rate | 94.1% | 76.1%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -5.33% | 977.57%-982.9pp | 718.21%-723.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,420 | $3,068+11.5% | $2,800+22.1% | $4,779-28.4% |
| Participant deferral / active EE | $13,623 | $4,050+236.3% | $3,704+267.8% | $5,609+142.9% |
| Admin fee / account holder | $164 | $5,907-97.2% | $5,113-96.8% | $10,829-98.5% |