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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,908 | $138,075-40.0% | $123,552-32.9% | $135,379-38.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.47% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $5,863 | $5,152+13.8% | $4,628+26.7% | $4,779+22.7% |
| Participant deferral / active EE | $8,358 | $6,800+22.9% | $6,426+30.1% | $5,609+49.0% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |