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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,732 | $168,635-17.7% | $147,617-6.0% | $125,389+10.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.06% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $5,584 | $6,252-10.7% | $5,564+0.4% | $4,866+14.8% |
| Participant deferral / active EE | $13,405 | $5,507+143.4% | $4,895+173.8% | $5,352+150.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |