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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,238 | $106,549-82.9% | $91,225-80.0% | $134,509-86.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -20.38% | 160.73%-181.1pp | 114.10%-134.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $433 | $3,331-87.0% | $2,851-84.8% | $4,741-90.9% |
| Participant deferral / active EE | $2,072 | $4,719-56.1% | $4,234-51.1% | $6,400-67.6% |
| Admin fee / account holder | $154 | $6,234-97.5% | $5,422-97.2% | $11,427-98.7% |