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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,317 | $142,392-56.2% | $119,622-47.9% | $134,532-53.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.70% | -12.46%-2.2pp | -14.98%+0.3pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,349 | $5,224-35.9% | $4,232-20.9% | $4,741-29.4% |
| Participant deferral / active EE | $5,735 | $6,467-11.3% | $5,601+2.4% | $6,401-10.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |