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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,058 | $142,392-45.9% | $119,622-35.6% | $134,532-42.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.93% | -12.46%+2.5pp | -14.98%+5.0pp | 418.27%-428.2pp |
| Employer contribution / active EE | $9,090 | $5,224+74.0% | $4,232+114.8% | $4,741+91.7% |
| Participant deferral / active EE | $8,641 | $6,467+33.6% | $5,601+54.3% | $6,401+35.0% |
| Admin fee / account holder | $261 | $13,593-98.1% | $10,328-97.5% | $11,429-97.7% |