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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,350 | $113,941-60.2% | $94,228-51.9% | $125,388-63.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.14% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,646 | $4,727-44.0% | $3,587-26.2% | $4,866-45.6% |
| Participant deferral / active EE | $11,631 | $5,179+124.6% | $4,320+169.2% | $5,352+117.3% |
| Admin fee / account holder | $171 | $8,392-98.0% | $6,269-97.3% | $9,541-98.2% |