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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,031 | $27,632-45.6% | $61,399-75.5% | $68,495-78.1% |
| Participation rate | 78.9% | 39.5%+39.4pp | 52.6%+26.4pp | 67.9%+11.1pp |
| Annual return | -16.32% | -13.24%-3.1pp | 338.81%-355.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,993 | $696+473.8% | $1,159+244.4% | $2,596+53.8% |
| Participant deferral / active EE | $2,060 | $1,264+63.0% | $2,124-3.0% | $4,028-48.8% |
| Admin fee / account holder | $287 | $2,010-85.7% | $2,131-86.6% | $5,403-94.7% |