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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,937 | $152,542-85.6% | $117,498-81.3% | $134,509-83.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -18.05% | 53.02%-71.1pp | 29.75%-47.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $525 | $4,819-89.1% | $4,071-87.1% | $6,400-91.8% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |