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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,744 | $138,114-78.5% | $125,391-76.3% | $134,545-77.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -2.93% | 750.88%-753.8pp | 572.41%-575.3pp | 418.37%-421.3pp |
| Employer contribution / active EE | $1,787 | $5,246-65.9% | $4,816-62.9% | $4,742-62.3% |
| Participant deferral / active EE | $4,118 | $7,801-47.2% | $7,448-44.7% | $6,401-35.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |