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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,257 | $100,805-38.2% | $86,698-28.2% | $134,532-53.7% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -4.69% | 29.09%-33.8pp | 35.95%-40.6pp | 418.27%-423.0pp |
| Employer contribution / active EE | $1,473 | $3,490-57.8% | $2,837-48.1% | $4,741-68.9% |
| Participant deferral / active EE | $2,675 | $5,339-49.9% | $4,656-42.5% | $6,401-58.2% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |