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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,028 | $82,674-14.1% | $125,381-43.4% | $68,486+3.7% |
| Participation rate | 72.6% | 75.1%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $972 | $3,382-71.3% | $4,815-79.8% | $2,597-62.6% |
| Participant deferral / active EE | $8,155 | $6,111+33.5% | $7,448+9.5% | $4,028+102.5% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |