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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,305 | $93,098-56.7% | $77,081-47.7% | $134,509-70.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -14.90% | 62.63%-77.5pp | 42.33%-57.2pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,111 | $3,419-67.5% | $2,813-60.5% | $4,741-76.6% |
| Participant deferral / active EE | $1,831 | $5,239-65.1% | $4,428-58.7% | $6,400-71.4% |
| Admin fee / account holder | $267 | $6,945-96.2% | $5,427-95.1% | $11,427-97.7% |