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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,097 | $142,409-85.2% | $119,634-82.4% | $134,545-84.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -15.66% | -12.46%-3.2pp | -14.98%-0.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $7,998 | $5,224+53.1% | $4,232+89.0% | $4,742+68.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |