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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,295 | $51,197-21.3% | $82,726-51.3% | $66,923-39.8% |
| Participation rate | 70.5% | 67.8%+2.7pp | 72.6%-2.0pp | 69.8%+0.7pp |
| Annual return | -11.86% | -9.64%-2.2pp | 701.33%-713.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,210 | $2,611-15.4% | $3,009-26.6% | $2,545-13.2% |
| Participant deferral / active EE | $2,309 | $3,458-33.2% | $4,394-47.4% | $4,237-45.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,328-100.0% | $593-100.0% |