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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,009 | $73,863-26.9% | $143,797-62.4% | $68,490-21.1% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.9pp |
| Annual return | -9.88% | 0.91%-10.8pp | -0.04%-9.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $4,874 | $3,185+53.0% | $4,952-1.6% | $2,597+87.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |