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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,090 | $95,915-69.7% | $79,580-63.4% | $134,532-78.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.2pp | 81.2%+13.5pp |
| Annual return | -16.90% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $6,277 | $3,129+100.6% | $2,413+160.1% | $4,741+32.4% |
| Participant deferral / active EE | $3,272 | $4,693-30.3% | $3,985-17.9% | $6,401-48.9% |
| Admin fee / account holder | $222 | $9,132-97.6% | $6,835-96.7% | $11,429-98.1% |