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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,547 | $180,459-63.1% | $154,108-56.8% | $135,380-50.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -5.39% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,251 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $5,240 | $5,806-9.8% | $5,081+3.1% | $5,609-6.6% |
| Admin fee / account holder | $4 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |