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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,504 | $167,353-87.7% | $143,797-85.7% | $134,545-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.40% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $4,217 | $5,620-25.0% | $4,952-14.8% | $4,742-11.1% |
| Participant deferral / active EE | $4,274 | $6,447-33.7% | $5,638-24.2% | $6,401-33.2% |
| Admin fee / account holder | $297 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |