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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,167 | $82,674+116.7% | $125,381+42.9% | $68,486+161.6% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -18.22% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,135 | $3,382-7.3% | $4,815-34.9% | $2,597+20.7% |
| Participant deferral / active EE | $6,630 | $6,111+8.5% | $7,448-11.0% | $4,028+64.6% |
| Admin fee / account holder | $4 | $6,277-99.9% | $10,007-100.0% | $5,404-99.9% |