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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,796 | $158,852-78.7% | $121,220-72.1% | $135,380-75.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.21% | -0.64%-7.6pp | 16.94%-25.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,083 | $5,666-63.2% | $4,023-48.2% | $4,779-56.4% |
| Participant deferral / active EE | $12,250 | $4,006+205.8% | $3,345+266.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |