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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,926 | $133,998-85.9% | $112,263-83.1% | $134,545-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.85% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,487 | $4,040-13.7% | $3,636-4.1% | $4,742-26.5% |
| Participant deferral / active EE | $4,842 | $5,292-8.5% | $4,729+2.4% | $6,401-24.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |