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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,327 | $142,358-38.0% | $119,615-26.2% | $134,493-34.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | -12.46%-6.6pp | -14.98%-4.1pp | 418.01%-437.1pp |
| Employer contribution / active EE | $4,828 | $5,223-7.6% | $4,232+14.1% | $4,740+1.8% |
| Participant deferral / active EE | $4,903 | $6,470-24.2% | $5,602-12.5% | $6,400-23.4% |
| Admin fee / account holder | $0 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |