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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,790 | $93,124-85.2% | $77,100-82.1% | $134,545-89.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.12% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,603 | $3,421-53.1% | $2,815-43.1% | $4,742-66.2% |
| Participant deferral / active EE | $2,513 | $5,242-52.1% | $4,430-43.3% | $6,401-60.7% |
| Admin fee / account holder | $132 | $6,970-98.1% | $5,443-97.6% | $11,431-98.8% |