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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,340 | $95,895-62.1% | $79,576-54.3% | $134,509-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.60% | -2.72%-14.9pp | 0.15%-17.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $4,865 | $3,128+55.5% | $2,413+101.6% | $4,741+2.6% |
| Participant deferral / active EE | $3,765 | $4,693-19.8% | $3,985-5.5% | $6,400-41.2% |
| Admin fee / account holder | $190 | $9,129-97.9% | $6,834-97.2% | $11,427-98.3% |