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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,130 | $167,362-71.2% | $143,799-66.5% | $134,532-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,549 | $5,620-54.7% | $4,952-48.5% | $4,741-46.2% |
| Participant deferral / active EE | $6,050 | $6,447-6.2% | $5,638+7.3% | $6,401-5.5% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |