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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,608 | $134,001-51.0% | $112,258-41.6% | $134,509-51.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.06% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,737 | $4,039-57.0% | $3,636-52.2% | $4,741-63.4% |
| Participant deferral / active EE | $5,041 | $5,291-4.7% | $4,728+6.6% | $6,400-21.2% |
| Admin fee / account holder | $14 | $7,491-99.8% | $6,411-99.8% | $11,427-99.9% |