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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,613 | $190,862-37.3% | $159,991-25.2% | $134,509-11.1% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -13.06% | 552.59%-565.6pp | 408.82%-421.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $5,629 | $4,995+12.7% | $4,225+33.2% | $4,741+18.8% |
| Participant deferral / active EE | $5,349 | $6,924-22.7% | $6,183-13.5% | $6,400-16.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |