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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,322 | $180,459-21.1% | $154,108-7.6% | $135,380+5.1% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -4.73% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,813 | $6,035-70.0% | $5,298-65.8% | $4,779-62.1% |
| Participant deferral / active EE | $4,275 | $5,806-26.4% | $5,081-15.9% | $5,609-23.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |