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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,529 | $138,072-81.5% | $123,549-79.3% | $135,382-81.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.11% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $4,649 | $5,152-9.8% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $3,862 | $6,799-43.2% | $6,426-39.9% | $5,609-31.2% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |