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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,991 | $95,915-63.5% | $79,580-56.0% | $134,532-74.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -16.93% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,197 | $3,129-61.8% | $2,413-50.4% | $4,741-74.8% |
| Participant deferral / active EE | $5,020 | $4,693+7.0% | $3,985+26.0% | $6,401-21.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |