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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,839 | $88,585-81.0% | $69,884-75.9% | $134,532-87.5% |
| Participation rate | 87.0% | 74.9%+12.1pp | 70.5%+16.5pp | 81.2%+5.7pp |
| Annual return | -18.62% | 442.80%-461.4pp | 190.81%-209.4pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,576 | $3,235-51.3% | $2,560-38.4% | $4,741-66.7% |
| Participant deferral / active EE | $2,396 | $4,770-49.8% | $3,848-37.7% | $6,401-62.6% |
| Admin fee / account holder | $192 | $10,441-98.2% | $6,266-96.9% | $11,429-98.3% |