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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,369 | $152,542-16.5% | $117,498+8.4% | $134,509-5.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.35% | 53.02%-71.4pp | 29.75%-48.1pp | 418.13%-436.5pp |
| Employer contribution / active EE | $4,456 | $5,574-20.1% | $4,178+6.7% | $4,741-6.0% |
| Participant deferral / active EE | $9,012 | $4,819+87.0% | $4,071+121.3% | $6,400+40.8% |
| Admin fee / account holder | $57 | $7,006-99.2% | $5,646-99.0% | $11,427-99.5% |