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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,605 | $88,603-70.0% | $69,890-61.9% | $134,545-80.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -16.86% | 442.93%-459.8pp | 190.84%-207.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,467 | $3,236-54.7% | $2,560-42.7% | $4,742-69.1% |
| Participant deferral / active EE | $1,629 | $4,771-65.9% | $3,848-57.7% | $6,401-74.5% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |