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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,399 | $42,910-38.5% | $60,919-56.7% | $68,490-61.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.64% | -13.99%-0.7pp | 16.96%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,543 | $1,978-22.0% | $2,704-42.9% | $2,597-40.6% |
| Participant deferral / active EE | $2,556 | $2,866-10.8% | $3,814-33.0% | $4,028-36.5% |
| Admin fee / account holder | $124 | $3,104-96.0% | $3,228-96.2% | $5,403-97.7% |