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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,903 | $138,076-67.5% | $123,553-63.7% | $135,380-66.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.23% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,178 | $5,152+58.7% | $4,628+76.7% | $4,779+71.1% |
| Participant deferral / active EE | $10,915 | $6,800+60.5% | $6,426+69.9% | $5,609+94.6% |
| Admin fee / account holder | $181 | $10,917-98.3% | $9,284-98.1% | $10,828-98.3% |