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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,370 | $160,059-56.7% | $140,019-50.5% | $135,379-48.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.43% | 911.44%-918.9pp | 651.15%-658.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $4,315 | $6,420-32.8% | $5,605-23.0% | $4,779-9.7% |
| Participant deferral / active EE | $11,721 | $7,641+53.4% | $6,927+69.2% | $5,609+109.0% |
| Admin fee / account holder | $261 | $13,328-98.0% | $10,705-97.6% | $10,828-97.6% |