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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,532 | $135,645-79.0% | $110,243-74.1% | $135,379-78.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.23% | 513.24%-521.5pp | 314.76%-323.0pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,670 | $4,907-45.6% | $3,827-30.2% | $4,779-44.1% |
| Participant deferral / active EE | $6,646 | $5,507+20.7% | $4,672+42.2% | $5,609+18.5% |
| Admin fee / account holder | $14 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |