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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,593 | $138,102-77.8% | $125,381-75.6% | $134,532-77.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.02% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,134 | $5,245-59.3% | $4,815-55.7% | $4,741-55.0% |
| Participant deferral / active EE | $4,304 | $7,801-44.8% | $7,448-42.2% | $6,401-32.8% |
| Admin fee / account holder | $108 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |