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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,297 | $138,078+10.3% | $125,363+21.5% | $134,509+13.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.33% | 750.49%-768.8pp | 572.15%-590.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,346 | $7,800+32.6% | $7,447+38.9% | $6,400+61.6% |
| Admin fee / account holder | $8 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |