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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,307 | $133,998-72.9% | $112,263-67.7% | $134,545-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.91% | 47.17%-65.1pp | 27.49%-45.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $4,133 | $4,040+2.3% | $3,636+13.7% | $4,742-12.8% |
| Participant deferral / active EE | $9,964 | $5,292+88.3% | $4,729+110.7% | $6,401+55.7% |
| Admin fee / account holder | $256 | $7,493-96.6% | $6,410-96.0% | $11,431-97.8% |