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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,908 | $67,214-83.8% | $61,491-82.3% | $134,509-91.9% |
| Participation rate | 88.9% | 83.7%+5.2pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.61% | -12.08%-5.5pp | -12.98%-4.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,911 | $6,103-35.9% | $5,188-24.6% | $6,400-38.9% |
| Admin fee / account holder | $222 | $4,610-95.2% | $4,312-94.9% | $11,427-98.1% |