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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,983 | $92,684+42.4% | $82,706+59.6% | $134,509-1.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -13.47% | 945.84%-959.3pp | 701.76%-715.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $8,108 | $3,272+147.8% | $3,007+169.6% | $4,741+71.0% |
| Participant deferral / active EE | $7,113 | $4,800+48.2% | $4,394+61.9% | $6,400+11.1% |
| Admin fee / account holder | $25 | $5,982-99.6% | $5,329-99.5% | $11,427-99.8% |