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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,354 | $140,578-74.1% | $100,671-63.9% | $125,388-71.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.81% | 24.67%-27.5pp | 20.43%-23.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,873 | $5,965-51.8% | $4,012-28.4% | $4,866-41.0% |
| Participant deferral / active EE | $1,885 | $3,981-52.7% | $3,144-40.0% | $5,352-64.8% |
| Admin fee / account holder | $84 | $6,716-98.7% | $4,850-98.3% | $9,541-99.1% |