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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,925 | $134,001-73.2% | $112,258-68.0% | $134,509-73.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -20.39% | 47.15%-67.5pp | 27.47%-47.9pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,271 | $4,039-68.5% | $3,636-65.0% | $4,741-73.2% |
| Participant deferral / active EE | $3,232 | $5,291-38.9% | $4,728-31.6% | $6,400-49.5% |
| Admin fee / account holder | $195 | $7,491-97.4% | $6,411-97.0% | $11,427-98.3% |