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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,300 | $95,975+107.7% | $74,552+167.3% | $135,382+47.2% |
| Participation rate | 77.3% | 75.7%+1.6pp | 69.1%+8.1pp | 82.6%-5.4pp |
| Annual return | -6.68% | 56.96%-63.6pp | 32.53%-39.2pp | 519.77%-526.5pp |
| Employer contribution / active EE | $6,407 | $2,716+135.9% | $1,961+226.7% | $4,779+34.1% |
| Participant deferral / active EE | $4,942 | $3,844+28.6% | $3,108+59.0% | $5,609-11.9% |
| Admin fee / account holder | $18 | $6,522-99.7% | $5,060-99.6% | $10,829-99.8% |