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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,275 | $46,697-73.7% | $117,529-89.6% | $68,490-82.1% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -6.38% | -14.52%+8.1pp | 29.77%-36.2pp | -7.85%+1.5pp |
| Employer contribution / active EE | $436 | $1,506-71.0% | $4,179-89.6% | $2,597-83.2% |
| Participant deferral / active EE | $1,398 | $2,637-47.0% | $4,072-65.7% | $4,028-65.3% |
| Admin fee / account holder | $24 | $4,023-99.4% | $5,645-99.6% | $5,403-99.6% |