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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,400 | $138,078-22.2% | $125,363-14.3% | $134,509-20.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.05% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $3,749 | $5,245-28.5% | $4,815-22.1% | $4,741-20.9% |
| Participant deferral / active EE | $8,491 | $7,800+8.9% | $7,447+14.0% | $6,400+32.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |