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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,605 | $158,852-81.4% | $121,220-75.6% | $135,379-78.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.89% | -0.64%-8.3pp | 16.94%-25.8pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,249 | $5,666-78.0% | $4,023-68.9% | $4,779-73.9% |
| Participant deferral / active EE | $2,016 | $4,006-49.7% | $3,345-39.7% | $5,609-64.1% |
| Admin fee / account holder | $47 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |