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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,195 | $142,392-85.1% | $119,622-82.3% | $134,532-84.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.98% | -12.46%-6.5pp | -14.98%-4.0pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,560 | $5,224-31.9% | $4,232-15.9% | $4,741-24.9% |
| Participant deferral / active EE | $3,176 | $6,467-50.9% | $5,601-43.3% | $6,401-50.4% |
| Admin fee / account holder | $196 | $13,593-98.6% | $10,328-98.1% | $11,429-98.3% |