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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,835 | $190,916-58.2% | $160,037-50.1% | $134,545-40.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.46% | 552.79%-569.2pp | 408.95%-425.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,966 | $4,996-20.6% | $4,226-6.2% | $4,742-16.4% |
| Participant deferral / active EE | $16,201 | $6,925+134.0% | $6,184+162.0% | $6,401+153.1% |
| Admin fee / account holder | $180 | $10,497-98.3% | $8,716-97.9% | $11,431-98.4% |