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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,566 | $82,674-3.8% | $125,381-36.5% | $68,486+16.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.68% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,748 | $3,382+10.8% | $4,815-22.2% | $2,597+44.3% |
| Participant deferral / active EE | $9,602 | $6,111+57.1% | $7,448+28.9% | $4,028+138.4% |
| Admin fee / account holder | $119 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |