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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,777 | $92,684-90.5% | $82,706-89.4% | $134,509-93.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.00% | 945.84%-963.8pp | 701.76%-719.8pp | 418.13%-436.1pp |
| Employer contribution / active EE | $828 | $3,272-74.7% | $3,007-72.5% | $4,741-82.5% |
| Participant deferral / active EE | $1,416 | $4,800-70.5% | $4,394-67.8% | $6,400-77.9% |
| Admin fee / account holder | $294 | $5,982-95.1% | $5,329-94.5% | $11,427-97.4% |