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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,426 | $82,678-52.3% | $125,391-68.6% | $68,490-42.4% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,598 | $3,382-52.8% | $4,816-66.8% | $2,597-38.5% |
| Participant deferral / active EE | $3,995 | $6,111-34.6% | $7,448-46.4% | $4,028-0.8% |
| Admin fee / account holder | $295 | $6,277-95.3% | $10,009-97.0% | $5,403-94.5% |