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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,164 | $97,761+129.3% | $83,850+167.3% | $135,382+65.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.43% | 1287.44%-1294.9pp | 850.92%-858.4pp | 519.77%-527.2pp |
| Employer contribution / active EE | $2,581 | $4,222-38.9% | $3,631-28.9% | $4,779-46.0% |
| Participant deferral / active EE | $5,655 | $4,682+20.8% | $4,082+38.5% | $5,609+0.8% |
| Admin fee / account holder | $156 | $6,674-97.7% | $5,478-97.2% | $10,829-98.6% |