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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,817 | $85,790-39.6% | $67,313-23.0% | $135,380-61.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | -0.54%-5.7pp | -4.08%-2.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,443 | $3,487-29.9% | $2,566-4.8% | $4,779-48.9% |
| Participant deferral / active EE | $8,483 | $4,651+82.4% | $3,568+137.7% | $5,609+51.2% |
| Admin fee / account holder | $153 | $6,392-97.6% | $4,507-96.6% | $10,828-98.6% |