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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,395 | $84,493-64.0% | $125,381-75.8% | $66,938-54.6% |
| Participation rate | 70.8% | 76.4%-5.6pp | 82.4%-11.6pp | 69.8%+1.0pp |
| Annual return | -0.13% | -8.49%+8.4pp | 572.31%-572.4pp | 1.58%-1.7pp |
| Employer contribution / active EE | $11,899 | $3,554+234.8% | $4,815+147.1% | $2,545+367.5% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |