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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,693 | $96,678-7.2% | $86,640+3.5% | $139,466-35.7% |
| Participation rate | 82.4% | 74.4%+7.9pp | 71.7%+10.6pp | 80.3%+2.0pp |
| Annual return | 17.28% | 106.69%-89.4pp | 592.52%-575.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,998 | $3,265-8.2% | $3,024-0.9% | $4,754-36.9% |
| Participant deferral / active EE | $4,376 | $4,837-9.5% | $4,438-1.4% | $6,712-34.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |