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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,708 | $95,915-85.7% | $79,580-82.8% | $134,532-89.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -19.29% | -2.71%-16.6pp | 0.15%-19.4pp | 418.27%-437.6pp |
| Employer contribution / active EE | $737 | $3,129-76.5% | $2,413-69.5% | $4,741-84.5% |
| Participant deferral / active EE | $1,589 | $4,693-66.2% | $3,985-60.1% | $6,401-75.2% |
| Admin fee / account holder | $61 | $9,132-99.3% | $6,835-99.1% | $11,429-99.5% |