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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,567 | $95,975-54.6% | $74,552-41.6% | $135,382-67.8% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -4.52% | 56.96%-61.5pp | 32.53%-37.0pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,549 | $2,716-6.2% | $1,961+30.0% | $4,779-46.7% |
| Participant deferral / active EE | $3,733 | $3,844-2.9% | $3,108+20.1% | $5,609-33.5% |
| Admin fee / account holder | $80 | $6,522-98.8% | $5,060-98.4% | $10,829-99.3% |