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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,272 | $67,372-34.3% | $60,906-27.3% | $134,532-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 50.05%-65.5pp | 16.94%-32.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $3,937 | $3,099+27.0% | $2,703+45.7% | $4,741-17.0% |
| Participant deferral / active EE | $8,416 | $4,532+85.7% | $3,814+120.7% | $6,401+31.5% |
| Admin fee / account holder | $32 | $4,588-99.3% | $3,227-99.0% | $11,429-99.7% |