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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,571 | $138,076-81.5% | $123,553-79.3% | $135,380-81.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.60% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,266 | $5,152-75.4% | $4,628-72.7% | $4,779-73.5% |
| Participant deferral / active EE | $5,510 | $6,800-19.0% | $6,426-14.2% | $5,609-1.8% |
| Admin fee / account holder | $217 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |