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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,903 | $95,979-68.8% | $74,551-59.9% | $135,380-77.9% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.81% | 56.97%-63.8pp | 32.53%-39.3pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,819 | $2,716-33.0% | $1,961-7.3% | $4,779-61.9% |
| Participant deferral / active EE | $2,450 | $3,844-36.3% | $3,108-21.2% | $5,609-56.3% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,059-98.4% | $10,828-99.3% |