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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,449 | $167,353-74.0% | $143,797-69.8% | $134,545-67.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.58% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,871 | $5,620-48.9% | $4,952-42.0% | $4,742-39.4% |
| Participant deferral / active EE | $7,254 | $6,447+12.5% | $5,638+28.7% | $6,401+13.3% |
| Admin fee / account holder | $168 | $18,096-99.1% | $14,679-98.9% | $11,431-98.5% |