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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,584 | $54,370-43.7% | $82,763-63.0% | $68,490-55.3% |
| Participation rate | 97.7% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -11.11% | -13.67%+2.6pp | 702.45%-713.6pp | -7.85%-3.3pp |
| Employer contribution / active EE | $4,773 | $2,219+115.1% | $3,008+58.7% | $2,597+83.8% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |