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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,924 | $84,551-83.5% | $61,452-77.3% | $134,532-89.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -11.87% | 585.39%-597.3pp | 338.96%-350.8pp | 418.27%-430.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,999 | $2,818-29.1% | $2,125-5.9% | $6,401-68.8% |
| Admin fee / account holder | $24 | $2,587-99.1% | $2,131-98.9% | $11,429-99.8% |