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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,681 | $133,981-32.3% | $112,249-19.2% | $134,532-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.05% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,449 | $4,040-14.6% | $3,636-5.1% | $4,741-27.2% |
| Participant deferral / active EE | $6,535 | $5,292+23.5% | $4,729+38.2% | $6,401+2.1% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |