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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,071 | $82,674+46.4% | $125,363-3.4% | $68,495+76.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.15%-587.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,152 | $3,382-36.4% | $4,815-55.3% | $2,596-17.1% |
| Participant deferral / active EE | $7,130 | $6,111+16.7% | $7,447-4.3% | $4,028+77.0% |
| Admin fee / account holder | $113 | $6,276-98.2% | $10,005-98.9% | $5,403-97.9% |