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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,933 | $138,075-35.6% | $123,552-28.0% | $135,379-34.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.34% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,287 | $5,152-55.6% | $4,628-50.6% | $4,779-52.1% |
| Participant deferral / active EE | $5,600 | $6,800-17.6% | $6,426-12.9% | $5,609-0.2% |
| Admin fee / account holder | $226 | $10,917-97.9% | $9,285-97.6% | $10,828-97.9% |