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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,670 | $73,848-46.3% | $143,799-72.4% | $68,486-42.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.45% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $866 | $3,184-72.8% | $4,952-82.5% | $2,597-66.6% |
| Participant deferral / active EE | $1,517 | $3,385-55.2% | $5,638-73.1% | $4,028-62.3% |
| Admin fee / account holder | -$3,188 | $5,755-155.4% | $14,677-121.7% | $5,404-159.0% |