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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,396 | $77,817-54.5% | $123,553-71.4% | $64,173-44.8% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -1.01% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $682 | $3,014-77.4% | $4,628-85.3% | $2,381-71.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $125 | $5,519-97.7% | $9,284-98.7% | $4,887-97.4% |