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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,087 | $138,076+12.3% | $123,553+25.5% | $135,380+14.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.15% | 153.70%-158.8pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,808 | $5,152+71.0% | $4,628+90.3% | $4,779+84.3% |
| Participant deferral / active EE | $6,477 | $6,800-4.7% | $6,426+0.8% | $5,609+15.5% |
| Admin fee / account holder | $52 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |