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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,104 | $135,645-71.2% | $110,243-64.5% | $135,379-71.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -6.42% | 513.24%-519.7pp | 314.76%-321.2pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,713 | $4,907-44.7% | $3,827-29.1% | $4,779-43.2% |
| Participant deferral / active EE | $5,814 | $5,507+5.6% | $4,672+24.4% | $5,609+3.7% |
| Admin fee / account holder | $49 | $11,458-99.6% | $8,548-99.4% | $10,828-99.6% |