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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,098 | $167,353-87.4% | $143,797-85.3% | $134,545-84.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -18.90% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,368 | $5,620-75.7% | $4,952-72.4% | $4,742-71.2% |
| Participant deferral / active EE | $2,238 | $6,447-65.3% | $5,638-60.3% | $6,401-65.0% |
| Admin fee / account holder | $169 | $18,096-99.1% | $14,679-98.8% | $11,431-98.5% |