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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,158 | $69,541-56.6% | $59,899-49.7% | $135,380-77.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.37% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,405 | $3,236-56.6% | $2,723-48.4% | $4,779-70.6% |
| Participant deferral / active EE | $3,002 | $4,206-28.6% | $3,402-11.8% | $5,609-46.5% |
| Admin fee / account holder | $262 | $5,737-95.4% | $3,592-92.7% | $10,828-97.6% |