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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,175 | $95,979-29.0% | $74,551-8.6% | $135,380-49.6% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -6.87% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,303 | $3,844-66.1% | $3,108-58.1% | $5,609-76.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |