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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,119 | $133,981-30.5% | $112,249-17.0% | $134,532-30.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.42% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,438 | $4,040-39.6% | $3,636-32.9% | $4,741-48.6% |
| Participant deferral / active EE | $13,353 | $5,292+152.3% | $4,729+182.4% | $6,401+108.6% |
| Admin fee / account holder | $283 | $7,492-96.2% | $6,412-95.6% | $11,429-97.5% |