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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,279 | $138,078-37.5% | $125,363-31.2% | $134,509-35.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.15% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $5,460 | $5,245+4.1% | $4,815+13.4% | $4,741+15.2% |
| Participant deferral / active EE | $7,637 | $7,800-2.1% | $7,447+2.5% | $6,400+19.3% |
| Admin fee / account holder | $242 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |