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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,073 | $92,219-53.3% | $76,766-43.9% | $135,382-68.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -6.72% | 5.46%-12.2pp | 2.43%-9.1pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,151 | $3,216-64.2% | $2,485-53.7% | $4,779-75.9% |
| Participant deferral / active EE | $2,383 | $4,508-47.1% | $3,851-38.1% | $5,609-57.5% |
| Admin fee / account holder | $258 | $10,749-97.6% | $6,675-96.1% | $10,829-97.6% |