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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,602 | $51,226-52.0% | $82,744-70.3% | $66,938-63.2% |
| Participation rate | 85.2% | 67.9%+17.3pp | 72.6%+12.6pp | 69.8%+15.4pp |
| Annual return | -17.05% | -9.61%-7.4pp | 702.22%-719.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,371 | $2,612-9.3% | $3,008-21.2% | $2,545-6.9% |
| Participant deferral / active EE | $3,939 | $3,460+13.9% | $4,395-10.4% | $4,238-7.1% |
| Admin fee / account holder | $0 | $416-99.9% | $5,325-100.0% | $594-100.0% |