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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,065 | $27,632-67.2% | $61,452-85.2% | $68,486-86.8% |
| Participation rate | 85.3% | 39.5%+45.8pp | 52.6%+32.7pp | 67.9%+17.4pp |
| Annual return | -12.93% | -13.24%+0.3pp | 338.96%-351.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,332 | $696+91.5% | $1,160+14.9% | $2,597-48.7% |
| Participant deferral / active EE | $2,599 | $1,264+105.7% | $2,125+22.3% | $4,028-35.5% |
| Admin fee / account holder | $79 | $2,010-96.1% | $2,131-96.3% | $5,404-98.5% |