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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,387 | $138,072+21.2% | $123,549+35.5% | $135,382+23.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.13% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,190 | $6,799+5.7% | $6,426+11.9% | $5,609+28.2% |
| Admin fee / account holder | $149 | $10,917-98.6% | $9,284-98.4% | $10,829-98.6% |