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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,816 | $138,075-27.0% | $123,552-18.4% | $135,379-25.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.41% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $4,414 | $5,152-14.3% | $4,628-4.6% | $4,779-7.6% |
| Participant deferral / active EE | $8,103 | $6,800+19.2% | $6,426+26.1% | $5,609+44.5% |
| Admin fee / account holder | $74 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |