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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,228 | $152,527-90.7% | $117,490-87.9% | $134,493-89.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -15.53% | 53.00%-68.5pp | 29.75%-45.3pp | 418.01%-433.5pp |
| Employer contribution / active EE | $0 | $5,572-100.0% | $4,177-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $766 | $4,818-84.1% | $4,071-81.2% | $6,400-88.0% |
| Admin fee / account holder | $185 | $7,005-97.4% | $5,646-96.7% | $11,425-98.4% |