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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,861 | $134,001-86.7% | $112,258-84.1% | $134,509-86.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -15.16% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.3pp |
| Employer contribution / active EE | $1,044 | $4,039-74.1% | $3,636-71.3% | $4,741-78.0% |
| Participant deferral / active EE | $1,542 | $5,291-70.9% | $4,728-67.4% | $6,400-75.9% |
| Admin fee / account holder | $260 | $7,491-96.5% | $6,411-95.9% | $11,427-97.7% |