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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,178 | $48,274+14.3% | $63,244-12.8% | $59,633-7.5% |
| Participation rate | 94.1% | 66.3%+27.8pp | 71.0%+23.1pp | 68.7%+25.4pp |
| Annual return | -0.18% | -240.79%+240.6pp | -70.31%+70.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,598 | $1,586+0.8% | $2,322-31.2% | $2,203-27.4% |
| Participant deferral / active EE | $3,684 | $2,343+57.3% | $2,953+24.7% | $3,192+15.4% |
| Admin fee / account holder | $256 | $3,600-92.9% | $5,893-95.6% | $4,297-94.0% |