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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,624 | $138,102-57.6% | $125,381-53.2% | $134,532-56.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.26% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,000 | $7,801-48.7% | $7,448-46.3% | $6,401-37.5% |
| Admin fee / account holder | $263 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |