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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,070 | $105,867-55.5% | $90,760-48.1% | $134,532-65.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -18.17% | -10.99%-7.2pp | -12.16%-6.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,745 | $3,464-49.6% | $2,922-40.3% | $4,741-63.2% |
| Participant deferral / active EE | $7,251 | $5,217+39.0% | $4,565+58.8% | $6,401+13.3% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |