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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,921 | $54,355-78.1% | $82,744-85.6% | $68,486-82.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -19.05% | -13.67%-5.4pp | 702.22%-721.3pp | -7.85%-11.2pp |
| Employer contribution / active EE | $429 | $2,219-80.7% | $3,008-85.7% | $2,597-83.5% |
| Participant deferral / active EE | $2,367 | $3,246-27.1% | $4,395-46.1% | $4,028-41.2% |
| Admin fee / account holder | $35 | $4,397-99.2% | $5,325-99.3% | $5,404-99.4% |