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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,428 | $30,732-49.8% | $59,496-74.1% | $59,632-74.1% |
| Participation rate | 97.0% | 43.2%+53.8pp | 54.6%+42.4pp | 68.7%+28.3pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,976 | $631+213.3% | $1,153+71.4% | $2,203-10.3% |
| Participant deferral / active EE | $1,015 | $1,183-14.2% | $1,829-44.5% | $3,192-68.2% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |