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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,312 | $138,076+2.3% | $123,553+14.4% | $135,380+4.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -6.02% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,985 | $5,152-61.5% | $4,628-57.1% | $4,779-58.5% |
| Participant deferral / active EE | $5,517 | $6,800-18.9% | $6,426-14.2% | $5,609-1.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |