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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,564 | $106,557+4.7% | $91,227+22.3% | $134,545-17.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.95% | 160.81%-176.8pp | 114.14%-130.1pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,255 | $3,332+117.8% | $2,851+154.5% | $4,742+53.0% |
| Participant deferral / active EE | $5,895 | $4,719+24.9% | $4,234+39.2% | $6,401-7.9% |
| Admin fee / account holder | $298 | $6,235-95.2% | $5,423-94.5% | $11,431-97.4% |