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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,615 | $106,551-9.3% | $91,225+5.9% | $134,532-28.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | 7.14% | 160.78%-153.6pp | 114.12%-107.0pp | 418.27%-411.1pp |
| Employer contribution / active EE | $2,292 | $3,331-31.2% | $2,851-19.6% | $4,741-51.7% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |