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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,377 | $95,917-75.6% | $79,583-70.6% | $134,545-82.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -4.72% | -2.70%-2.0pp | 0.16%-4.9pp | 418.37%-423.1pp |
| Employer contribution / active EE | $11,024 | $3,129+252.3% | $2,414+356.7% | $4,742+132.5% |
| Participant deferral / active EE | $3,225 | $4,694-31.3% | $3,986-19.1% | $6,401-49.6% |
| Admin fee / account holder | $207 | $9,132-97.7% | $6,835-97.0% | $11,431-98.2% |