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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,823 | $97,759+69.6% | $83,849+97.8% | $135,377+22.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -3.11% | 1287.41%-1290.5pp | 850.91%-854.0pp | 519.75%-522.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |