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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,192 | $106,551-36.0% | $91,225-25.2% | $134,532-49.3% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.5pp |
| Annual return | -15.61% | 160.78%-176.4pp | 114.12%-129.7pp | 418.27%-433.9pp |
| Employer contribution / active EE | $513 | $3,331-84.6% | $2,851-82.0% | $4,741-89.2% |
| Participant deferral / active EE | $5,902 | $4,718+25.1% | $4,233+39.4% | $6,401-7.8% |
| Admin fee / account holder | $79 | $6,234-98.7% | $5,422-98.5% | $11,429-99.3% |