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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,518 | $91,911-82.0% | $68,612-75.9% | $135,379-87.8% |
| Participation rate | 94.4% | 76.7%+17.7pp | 72.2%+22.2pp | 82.6%+11.8pp |
| Annual return | -6.70% | -8.22%+1.5pp | -4.63%-2.1pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,696 | $3,924-56.8% | $2,625-35.4% | $4,779-64.5% |
| Participant deferral / active EE | $3,034 | $4,315-29.7% | $3,311-8.4% | $5,609-45.9% |
| Admin fee / account holder | $56 | $9,240-99.4% | $5,131-98.9% | $10,828-99.5% |