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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,859 | $138,076-84.2% | $123,553-82.3% | $135,380-83.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.08% | 153.70%-153.8pp | 119.21%-119.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,327 | $5,152-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $3,650 | $6,800-46.3% | $6,426-43.2% | $5,609-34.9% |
| Admin fee / account holder | $273 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |