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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,641 | $82,324-48.2% | $68,803-38.0% | $134,545-68.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.82% | -2.17%-17.6pp | -6.37%-13.5pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,713 | $3,302-48.1% | $2,656-35.5% | $4,742-63.9% |
| Participant deferral / active EE | $4,468 | $4,740-5.7% | $3,942+13.4% | $6,401-30.2% |
| Admin fee / account holder | $226 | $6,485-96.5% | $4,936-95.4% | $11,431-98.0% |