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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,477 | $167,362-59.1% | $143,799-52.4% | $134,532-49.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $10,510 | $5,620+87.0% | $4,952+112.2% | $4,741+121.7% |
| Participant deferral / active EE | $6,483 | $6,447+0.5% | $5,638+15.0% | $6,401+1.3% |
| Admin fee / account holder | $30 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |