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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,694 | $97,761-38.9% | $83,850-28.8% | $135,382-55.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.30% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,364 | $4,222-67.7% | $3,631-62.4% | $4,779-71.5% |
| Participant deferral / active EE | $3,805 | $4,682-18.7% | $4,082-6.8% | $5,609-32.2% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,829-99.9% |