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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,784 | $92,766-67.9% | $82,763-64.0% | $134,545-77.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -13.16% | 946.97%-960.1pp | 702.45%-715.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,067 | $3,273-67.4% | $3,008-64.5% | $4,742-77.5% |
| Participant deferral / active EE | $2,257 | $4,802-53.0% | $4,395-48.6% | $6,401-64.7% |
| Admin fee / account holder | $238 | $5,978-96.0% | $5,325-95.5% | $11,431-97.9% |