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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,942 | $54,357-67.0% | $82,706-78.3% | $68,495-73.8% |
| Participation rate | 79.1% | 63.9%+15.1pp | 72.6%+6.5pp | 67.9%+11.2pp |
| Annual return | -19.44% | -13.67%-5.8pp | 701.76%-721.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,223 | $2,218+0.2% | $3,007-26.1% | $2,596-14.4% |
| Participant deferral / active EE | $5,685 | $3,246+75.1% | $4,394+29.4% | $4,028+41.2% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |