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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,967 | $87,016-80.5% | $63,244-73.2% | $125,388-86.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.46% | 21.71%-25.2pp | -70.31%+66.8pp | 282.24%-285.7pp |
| Employer contribution / active EE | $4,013 | $3,601+11.5% | $2,322+72.8% | $4,866-17.5% |
| Participant deferral / active EE | $6,086 | $3,939+54.5% | $2,953+106.1% | $5,352+13.7% |
| Admin fee / account holder | $47 | $11,954-99.6% | $5,893-99.2% | $9,541-99.5% |