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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,939 | $95,867-85.5% | $79,551-82.5% | $134,493-89.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.25% | -2.73%-16.5pp | 0.14%-19.4pp | 418.01%-437.3pp |
| Employer contribution / active EE | $1,652 | $3,128-47.2% | $2,413-31.5% | $4,740-65.1% |
| Participant deferral / active EE | $1,652 | $4,692-64.8% | $3,985-58.5% | $6,400-74.2% |
| Admin fee / account holder | $125 | $9,127-98.6% | $6,833-98.2% | $11,425-98.9% |