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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,876 | $106,549-57.9% | $91,225-50.8% | $134,509-66.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -17.16% | 160.73%-177.9pp | 114.10%-131.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,297 | $3,331-61.1% | $2,851-54.5% | $4,741-72.7% |
| Participant deferral / active EE | $4,530 | $4,719-4.0% | $4,234+7.0% | $6,400-29.2% |
| Admin fee / account holder | $17 | $6,234-99.7% | $5,422-99.7% | $11,427-99.9% |