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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,144 | $133,981-90.9% | $112,249-89.2% | $134,532-91.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.00% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,256 | $4,040-68.9% | $3,636-65.5% | $4,741-73.5% |
| Participant deferral / active EE | $3,819 | $5,292-27.8% | $4,729-19.2% | $6,401-40.3% |
| Admin fee / account holder | $187 | $7,492-97.5% | $6,412-97.1% | $11,429-98.4% |