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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,364 | $133,981-69.1% | $112,249-63.1% | $134,532-69.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -19.19% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,420 | $4,040-40.1% | $3,636-33.5% | $4,741-49.0% |
| Participant deferral / active EE | $3,669 | $5,292-30.7% | $4,729-22.4% | $6,401-42.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |