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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,977 | $100,811-27.6% | $86,698-15.8% | $134,545-45.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -7.85% | 29.11%-37.0pp | 35.96%-43.8pp | 418.37%-426.2pp |
| Employer contribution / active EE | $1,514 | $3,490-56.6% | $2,837-46.6% | $4,742-68.1% |
| Participant deferral / active EE | $8,041 | $5,339+50.6% | $4,656+72.7% | $6,401+25.6% |
| Admin fee / account holder | $256 | $10,926-97.7% | $7,492-96.6% | $11,431-97.8% |