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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,876 | $117,623-64.4% | $71,702-41.6% | $134,509-68.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 25.44%-41.3pp | 9.14%-25.1pp | 418.13%-434.0pp |
| Employer contribution / active EE | $5,908 | $2,525+134.0% | $1,704+246.7% | $4,741+24.6% |
| Participant deferral / active EE | $8,762 | $3,759+133.1% | $2,658+229.7% | $6,400+36.9% |
| Admin fee / account holder | $4 | $6,379-99.9% | $3,974-99.9% | $11,427-100.0% |