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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,869 | $78,694-29.0% | $67,652-17.4% | $125,393-55.4% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -1.39% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.23%-283.6pp |
| Employer contribution / active EE | $1,763 | $3,044-42.1% | $2,266-22.2% | $4,866-63.8% |
| Participant deferral / active EE | $5,089 | $4,292+18.6% | $3,560+43.0% | $5,351-4.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |