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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,474 | $75,962-32.2% | $154,111-66.6% | $64,173-19.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,338 | $3,350-60.1% | $5,298-74.7% | $2,381-43.8% |
| Participant deferral / active EE | $3,273 | $3,175+3.1% | $5,081-35.6% | $3,470-5.7% |
| Admin fee / account holder | $125 | $5,589-97.8% | $13,411-99.1% | $4,887-97.4% |