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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,175 | $72,177-69.3% | $115,038-80.7% | $59,633-62.8% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -2.35% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,502 | $2,841-47.2% | $4,608-67.4% | $2,203-31.8% |
| Participant deferral / active EE | $2,249 | $4,783-53.0% | $6,026-62.7% | $3,192-29.5% |
| Admin fee / account holder | $278 | $4,927-94.4% | $8,175-96.6% | $4,297-93.5% |