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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,209 | $190,862-65.3% | $159,991-58.6% | $134,509-50.8% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.0%+14.3pp | 81.2%+11.1pp |
| Annual return | -18.61% | 552.59%-571.2pp | 408.82%-427.4pp | 418.13%-436.7pp |
| Employer contribution / active EE | $5,069 | $4,995+1.5% | $4,225+20.0% | $4,741+6.9% |
| Participant deferral / active EE | $2,164 | $6,924-68.7% | $6,183-65.0% | $6,400-66.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |