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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,086 | $100,792-37.4% | $86,691-27.2% | $134,509-53.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.37% | 29.08%-48.4pp | 35.94%-55.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,897 | $3,491-45.7% | $2,837-33.1% | $4,741-60.0% |
| Participant deferral / active EE | $6,799 | $5,339+27.3% | $4,656+46.0% | $6,400+6.2% |
| Admin fee / account holder | $27 | $10,924-99.7% | $7,492-99.6% | $11,427-99.8% |