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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,623 | $95,188-65.7% | $76,518-57.4% | $135,380-75.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -8.34% | 4.85%-13.2pp | -0.27%-8.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,430 | $3,303-56.7% | $2,647-46.0% | $4,779-70.1% |
| Participant deferral / active EE | $4,564 | $4,640-1.6% | $3,836+19.0% | $5,609-18.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |