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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,892 | $91,525-51.0% | $130,026-65.5% | $75,181-40.3% |
| Participation rate | 98.7% | 71.4%+27.2pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 28.03% | -631.40%+659.4pp | -137.26%+165.3pp | 160.69%-132.7pp |
| Employer contribution / active EE | $3,516 | $2,844+23.6% | $4,321-18.6% | $2,671+31.7% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,778-100.0% | $10,608-100.0% | $5,650-100.0% |