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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,865 | $92,219-75.2% | $76,767-70.2% | $135,380-83.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.60% | 5.46%-10.1pp | 2.43%-7.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $900 | $3,216-72.0% | $2,485-63.8% | $4,779-81.2% |
| Participant deferral / active EE | $1,801 | $4,508-60.1% | $3,852-53.2% | $5,609-67.9% |
| Admin fee / account holder | $154 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |