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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,504 | $93,124+80.9% | $77,100+118.6% | $134,545+25.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -19.32% | 62.68%-82.0pp | 42.35%-61.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,739 | $5,242+28.6% | $4,430+52.1% | $6,401+5.3% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |