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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,524 | $95,915-57.8% | $79,580-49.1% | $134,532-69.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.98% | -2.71%-17.3pp | 0.15%-20.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $741 | $3,129-76.3% | $2,413-69.3% | $4,741-84.4% |
| Participant deferral / active EE | $3,711 | $4,693-20.9% | $3,985-6.9% | $6,401-42.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |