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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,759 | $49,177-53.7% | $79,467-71.4% | $64,173-64.5% |
| Participation rate | 98.0% | 65.0%+32.9pp | 73.3%+24.6pp | 69.6%+28.4pp |
| Annual return | -4.80% | -1.16%-3.6pp | 718.30%-723.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $558 | $2,076-73.1% | $2,800-80.1% | $2,381-76.5% |
| Participant deferral / active EE | $2,165 | $2,821-23.3% | $3,704-41.6% | $3,470-37.6% |
| Admin fee / account holder | $100 | $3,839-97.4% | $5,104-98.0% | $4,887-98.0% |