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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,956 | $67,372-2.1% | $60,906+8.3% | $134,532-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.54% | 50.05%-63.6pp | 16.94%-30.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,660 | $3,099-14.2% | $2,703-1.6% | $4,741-43.9% |
| Participant deferral / active EE | $3,008 | $4,532-33.6% | $3,814-21.1% | $6,401-53.0% |
| Admin fee / account holder | $246 | $4,588-94.6% | $3,227-92.4% | $11,429-97.8% |