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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $92,219-78.0% | $76,767-73.6% | $135,380-85.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.73% | 5.46%-13.2pp | 2.43%-10.2pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,279 | $3,216-29.1% | $2,485-8.3% | $4,779-52.3% |
| Participant deferral / active EE | $6,310 | $4,508+40.0% | $3,852+63.8% | $5,609+12.5% |
| Admin fee / account holder | $260 | $10,749-97.6% | $6,675-96.1% | $10,828-97.6% |