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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,548 | $42,910-56.8% | $60,919-69.6% | $68,490-72.9% |
| Participation rate | 76.5% | 66.8%+9.7pp | 73.1%+3.4pp | 67.9%+8.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,647 | $1,978-16.7% | $2,704-39.1% | $2,597-36.6% |
| Participant deferral / active EE | $3,685 | $2,866+28.6% | $3,814-3.4% | $4,028-8.5% |
| Admin fee / account holder | $40 | $3,104-98.7% | $3,228-98.8% | $5,403-99.3% |