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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,369 | $152,597-16.5% | $117,533+8.4% | $134,532-5.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.35% | 53.04%-71.4pp | 29.77%-48.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,456 | $5,576-20.1% | $4,179+6.6% | $4,741-6.0% |
| Participant deferral / active EE | $9,012 | $4,821+86.9% | $4,072+121.3% | $6,401+40.8% |
| Admin fee / account holder | $57 | $7,007-99.2% | $5,647-99.0% | $11,429-99.5% |