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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,135 | $180,466-40.1% | $154,114-29.8% | $135,382-20.1% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -7.43% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $5,835 | $6,035-3.3% | $5,298+10.1% | $4,779+22.1% |
| Participant deferral / active EE | $2,205 | $5,806-62.0% | $5,081-56.6% | $5,609-60.7% |
| Admin fee / account holder | $141 | $16,144-99.1% | $13,411-99.0% | $10,829-98.7% |