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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,302 | $92,684+77.3% | $82,706+98.7% | $134,509+22.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.20% | 945.84%-964.0pp | 701.76%-720.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,233 | $3,272-62.3% | $3,007-59.0% | $4,741-74.0% |
| Participant deferral / active EE | $1,233 | $4,800-74.3% | $4,394-71.9% | $6,400-80.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |