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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,935 | $180,459-60.7% | $154,108-54.0% | $135,380-47.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.34% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,235 | $6,035-63.0% | $5,298-57.8% | $4,779-53.2% |
| Participant deferral / active EE | $3,607 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $135 | $16,145-99.2% | $13,411-99.0% | $10,828-98.7% |