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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,203 | $129,959-76.0% | $104,301-70.1% | $134,532-76.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 42.04%-56.5pp | 24.61%-39.1pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,310 | $4,185-68.7% | $3,373-61.2% | $4,741-72.4% |
| Participant deferral / active EE | $14,699 | $5,589+163.0% | $4,626+217.8% | $6,401+129.6% |
| Admin fee / account holder | $15 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |