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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,939 | $95,917-85.5% | $79,583-82.5% | $134,545-89.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.25% | -2.70%-16.5pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,652 | $3,129-47.2% | $2,414-31.6% | $4,742-65.2% |
| Participant deferral / active EE | $1,652 | $4,694-64.8% | $3,986-58.6% | $6,401-74.2% |
| Admin fee / account holder | $125 | $9,132-98.6% | $6,835-98.2% | $11,431-98.9% |