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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,816 | $97,729+41.0% | $83,830+64.4% | $135,379+1.8% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -4.72% | 1287.52%-1292.2pp | 850.97%-855.7pp | 519.79%-524.5pp |
| Employer contribution / active EE | $808 | $4,222-80.9% | $3,631-77.8% | $4,779-83.1% |
| Participant deferral / active EE | $4,348 | $4,683-7.1% | $4,082+6.5% | $5,609-22.5% |
| Admin fee / account holder | $145 | $6,674-97.8% | $5,479-97.4% | $10,828-98.7% |