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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,437 | $64,307-71.3% | $57,349-67.9% | $125,388-85.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | -3.17% | 25.14%-28.3pp | 24.40%-27.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,129 | $3,193-64.6% | $2,689-58.0% | $4,866-76.8% |
| Participant deferral / active EE | $1,129 | $3,847-70.7% | $3,162-64.3% | $5,352-78.9% |
| Admin fee / account holder | $194 | $5,242-96.3% | $3,356-94.2% | $9,541-98.0% |