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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,073 | $180,462-77.2% | $154,111-73.3% | $135,379-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.18% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $6,250 | $6,036+3.6% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $5,117 | $5,806-11.9% | $5,081+0.7% | $5,609-8.8% |
| Admin fee / account holder | $21 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |