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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,918 | $69,541-65.6% | $59,899-60.1% | $135,380-82.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.93% | 7.95%-14.9pp | 3.46%-10.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,791 | $3,236+17.2% | $2,723+39.2% | $4,779-20.7% |
| Participant deferral / active EE | $2,572 | $4,206-38.8% | $3,402-24.4% | $5,609-54.1% |
| Admin fee / account holder | $109 | $5,737-98.1% | $3,592-97.0% | $10,828-99.0% |