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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,604 | $69,518-50.2% | $59,887-42.2% | $135,379-74.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.63% | 7.95%-13.6pp | 3.46%-9.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,881 | $3,235-41.8% | $2,722-30.9% | $4,779-60.6% |
| Participant deferral / active EE | $5,192 | $4,204+23.5% | $3,402+52.6% | $5,609-7.4% |
| Admin fee / account holder | $52 | $5,734-99.1% | $3,591-98.6% | $10,828-99.5% |