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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,252 | $133,998-89.4% | $112,263-87.3% | $134,545-89.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.26% | 47.17%-59.4pp | 27.49%-39.7pp | 418.37%-430.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |