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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $138,072-81.0% | $123,549-78.8% | $135,382-80.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.85% | 153.69%-161.5pp | 119.20%-127.1pp | 519.77%-527.6pp |
| Employer contribution / active EE | $3,449 | $5,152-33.1% | $4,628-25.5% | $4,779-27.8% |
| Participant deferral / active EE | $5,801 | $6,799-14.7% | $6,426-9.7% | $5,609+3.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |