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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,535 | $77,817-45.3% | $123,553-65.6% | $64,173-33.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.05% | 12.49%-13.5pp | 119.21%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $3,447 | $3,014+14.4% | $4,628-25.5% | $2,381+44.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $69 | $5,519-98.7% | $9,284-99.3% | $4,887-98.6% |