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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,107 | $82,674-1.9% | $125,381-35.3% | $68,486+18.4% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -11.81% | -5.97%-5.8pp | 572.31%-584.1pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,801 | $6,111-5.1% | $7,448-22.1% | $4,028+44.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |