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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,341 | $92,766-25.3% | $82,763-16.2% | $134,545-48.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.29% | 946.97%-963.3pp | 702.45%-718.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $4,720 | $3,273+44.2% | $3,008+56.9% | $4,742-0.5% |
| Participant deferral / active EE | $8,192 | $4,802+70.6% | $4,395+86.4% | $6,401+28.0% |
| Admin fee / account holder | $17 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |