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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,461 | $160,059-51.6% | $140,019-44.7% | $135,380-42.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -0.64% | 911.48%-912.1pp | 651.17%-651.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $3,437 | $6,420-46.5% | $5,605-38.7% | $4,779-28.1% |
| Participant deferral / active EE | $10,320 | $7,641+35.1% | $6,927+49.0% | $5,609+84.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |