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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,180 | $97,732-69.1% | $83,831-64.0% | $135,380-77.7% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -8.16% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,986 | $4,222-53.0% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $4,968 | $4,683+6.1% | $4,082+21.7% | $5,609-11.4% |
| Admin fee / account holder | $18 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |