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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,050 | $54,370-19.0% | $82,763-46.8% | $68,490-35.7% |
| Participation rate | 95.2% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.3pp |
| Annual return | -9.39% | -13.67%+4.3pp | 702.45%-711.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $5,232 | $2,219+135.8% | $3,008+73.9% | $2,597+101.5% |
| Participant deferral / active EE | $4,098 | $3,247+26.2% | $4,395-6.8% | $4,028+1.7% |
| Admin fee / account holder | $168 | $4,398-96.2% | $5,325-96.8% | $5,403-96.9% |