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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,037 | $93,098-16.2% | $77,081+1.2% | $134,509-42.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.52% | 62.63%-76.2pp | 42.33%-55.8pp | 418.13%-431.7pp |
| Employer contribution / active EE | $1,865 | $3,419-45.5% | $2,813-33.7% | $4,741-60.7% |
| Participant deferral / active EE | $2,548 | $5,239-51.4% | $4,428-42.4% | $6,400-60.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |