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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,370 | $93,098-88.9% | $77,081-86.5% | $134,509-92.3% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -20.55% | 62.63%-83.2pp | 42.33%-62.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $867 | $3,419-74.6% | $2,813-69.2% | $4,741-81.7% |
| Participant deferral / active EE | $2,464 | $5,239-53.0% | $4,428-44.3% | $6,400-61.5% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |