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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,382 | $138,076-63.5% | $123,553-59.2% | $135,380-62.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.64% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,949 | $5,152-62.2% | $4,628-57.9% | $4,779-59.2% |
| Participant deferral / active EE | $3,364 | $6,800-50.5% | $6,426-47.7% | $5,609-40.0% |
| Admin fee / account holder | $194 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |