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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,878 | $135,639-59.5% | $110,241-50.2% | $135,382-59.5% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.19% | 513.21%-519.4pp | 314.75%-320.9pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,388 | $4,907-51.3% | $3,827-37.6% | $4,779-50.0% |
| Participant deferral / active EE | $2,879 | $5,507-47.7% | $4,672-38.4% | $5,609-48.7% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,548-99.7% | $10,829-99.8% |