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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,942 | $46,332-35.4% | $143,799-79.2% | $64,819-53.8% |
| Participation rate | 78.2% | 64.2%+14.0pp | 80.3%-2.1pp | 71.5%+6.8pp |
| Annual return | -9.62% | -10.05%+0.4pp | -0.04%-9.6pp | 32.84%-42.5pp |
| Employer contribution / active EE | $2,957 | $1,911+54.7% | $4,952-40.3% | $2,507+17.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |