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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,364 | $138,072-28.0% | $123,549-19.6% | $135,382-26.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.67% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.4pp |
| Employer contribution / active EE | $5,317 | $5,152+3.2% | $4,628+14.9% | $4,779+11.3% |
| Participant deferral / active EE | $15,451 | $6,799+127.2% | $6,426+140.5% | $5,609+175.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |