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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,754 | $92,219-52.6% | $76,766-43.0% | $135,382-67.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -1.53% | 5.46%-7.0pp | 2.43%-4.0pp | 519.77%-521.3pp |
| Employer contribution / active EE | $1,860 | $3,216-42.2% | $2,485-25.2% | $4,779-61.1% |
| Participant deferral / active EE | $4,296 | $4,508-4.7% | $3,851+11.5% | $5,609-23.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |