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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,488 | $138,072-54.0% | $123,549-48.6% | $135,382-53.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -7.64% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $2,813 | $5,152-45.4% | $4,628-39.2% | $4,779-41.1% |
| Participant deferral / active EE | $6,090 | $6,799-10.4% | $6,426-5.2% | $5,609+8.6% |
| Admin fee / account holder | $232 | $10,917-97.9% | $9,284-97.5% | $10,829-97.9% |