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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,139 | $95,915-58.2% | $79,580-49.6% | $134,532-70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.04% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $6,571 | $3,129+110.0% | $2,413+172.3% | $4,741+38.6% |
| Participant deferral / active EE | $4,361 | $4,693-7.1% | $3,985+9.4% | $6,401-31.9% |
| Admin fee / account holder | $38 | $9,132-99.6% | $6,835-99.4% | $11,429-99.7% |