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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,912 | $84,628-88.3% | $61,501-83.9% | $134,545-92.6% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -12.04% | 585.61%-597.6pp | 339.04%-351.1pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,822 | $1,545+18.0% | $1,160+57.1% | $4,742-61.6% |
| Participant deferral / active EE | $4,884 | $2,819+73.3% | $2,125+129.8% | $6,401-23.7% |
| Admin fee / account holder | $121 | $2,587-95.3% | $2,132-94.3% | $11,431-98.9% |