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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,628 | $133,998-72.7% | $112,263-67.4% | $134,545-72.8% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -20.48% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,240 | $4,040-44.6% | $3,636-38.4% | $4,742-52.8% |
| Participant deferral / active EE | $4,373 | $5,292-17.4% | $4,729-7.5% | $6,401-31.7% |
| Admin fee / account holder | $114 | $7,493-98.5% | $6,410-98.2% | $11,431-99.0% |