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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,818 | $111,878-20.6% | $93,727-5.2% | $145,897-39.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.91% | 204.28%-190.4pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,516 | $3,092-18.6% | $2,421+3.9% | $4,663-46.0% |
| Participant deferral / active EE | $5,425 | $4,920+10.2% | $4,417+22.8% | $6,689-18.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |