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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,565 | $129,959-68.0% | $104,301-60.1% | $134,532-69.1% |
| Participation rate | 93.3% | 79.5%+13.8pp | 73.3%+20.1pp | 81.2%+12.1pp |
| Annual return | -18.55% | 42.04%-60.6pp | 24.61%-43.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $238 | $9,325-97.5% | $7,340-96.8% | $11,429-97.9% |