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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,752 | $92,684-19.3% | $82,706-9.6% | $134,509-44.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.63% | 945.84%-960.5pp | 701.76%-716.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $2,874 | $3,272-12.2% | $3,007-4.4% | $4,741-39.4% |
| Participant deferral / active EE | $7,282 | $4,800+51.7% | $4,394+65.7% | $6,400+13.8% |
| Admin fee / account holder | $67 | $5,982-98.9% | $5,329-98.7% | $11,427-99.4% |