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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,750 | $84,685-40.1% | $73,836-31.3% | $125,389-59.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.60% | 3123.80%-3125.4pp | 2268.06%-2269.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $534 | $3,123-82.9% | $2,787-80.9% | $4,866-89.0% |
| Participant deferral / active EE | $4,942 | $3,993+23.8% | $3,583+37.9% | $5,352-7.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |