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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,413 | $100,792-59.9% | $86,691-53.4% | $134,509-70.0% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -19.96% | 29.08%-49.0pp | 35.94%-55.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,930 | $5,339-26.4% | $4,656-15.6% | $6,400-38.6% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |