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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,765 | $138,102-69.8% | $125,381-66.7% | $134,532-69.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.83% | 750.73%-764.6pp | 572.31%-586.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $3,544 | $5,245-32.4% | $4,815-26.4% | $4,741-25.3% |
| Participant deferral / active EE | $7,343 | $7,801-5.9% | $7,448-1.4% | $6,401+14.7% |
| Admin fee / account holder | $154 | $11,568-98.7% | $10,007-98.5% | $11,429-98.6% |