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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,164 | $138,072-42.7% | $123,549-35.9% | $135,382-41.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.87% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,398 | $5,152-72.9% | $4,628-69.8% | $4,779-70.7% |
| Participant deferral / active EE | $2,328 | $6,799-65.8% | $6,426-63.8% | $5,609-58.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |