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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,246 | $27,632-81.0% | $61,399-91.5% | $68,495-92.3% |
| Participation rate | 84.6% | 39.5%+45.1pp | 52.6%+32.0pp | 67.9%+16.7pp |
| Annual return | -18.22% | -13.24%-5.0pp | 338.81%-357.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $518 | $696-25.6% | $1,159-55.4% | $2,596-80.1% |
| Participant deferral / active EE | $1,187 | $1,264-6.1% | $2,124-44.1% | $4,028-70.5% |
| Admin fee / account holder | $233 | $2,010-88.4% | $2,131-89.1% | $5,403-95.7% |