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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,254 | $133,981-70.0% | $112,249-64.1% | $134,532-70.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.29% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,856 | $4,040+20.2% | $3,636+33.5% | $4,741+2.4% |
| Participant deferral / active EE | $2,004 | $5,292-62.1% | $4,729-57.6% | $6,401-68.7% |
| Admin fee / account holder | $95 | $7,492-98.7% | $6,412-98.5% | $11,429-99.2% |