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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,153 | $92,743-90.1% | $82,744-88.9% | $134,532-93.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.43% | 946.63%-966.1pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $391 | $3,273-88.1% | $3,008-87.0% | $4,741-91.8% |
| Participant deferral / active EE | $984 | $4,802-79.5% | $4,395-77.6% | $6,401-84.6% |
| Admin fee / account holder | $119 | $5,977-98.0% | $5,325-97.8% | $11,429-99.0% |