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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,404 | $97,732-56.6% | $83,831-49.4% | $135,380-68.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -6.21% | 1287.56%-1293.8pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,005 | $4,222-5.2% | $3,631+10.3% | $4,779-16.2% |
| Participant deferral / active EE | $5,128 | $4,683+9.5% | $4,082+25.6% | $5,609-8.6% |
| Admin fee / account holder | $25 | $6,675-99.6% | $5,479-99.5% | $10,828-99.8% |