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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,350 | $138,076-10.7% | $123,553-0.2% | $135,380-8.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.13% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $10,224 | $5,152+98.5% | $4,628+120.9% | $4,779+113.9% |
| Participant deferral / active EE | $9,765 | $6,800+43.6% | $6,426+52.0% | $5,609+74.1% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |