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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,175 | $92,684-62.0% | $82,706-57.5% | $134,509-73.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -18.46% | 945.84%-964.3pp | 701.76%-720.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,584 | $3,272-21.0% | $3,007-14.1% | $4,741-45.5% |
| Participant deferral / active EE | $9,838 | $4,800+105.0% | $4,394+123.9% | $6,400+53.7% |
| Admin fee / account holder | $150 | $5,982-97.5% | $5,329-97.2% | $11,427-98.7% |