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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,262 | $42,910-69.1% | $60,919-78.2% | $68,490-80.6% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -9.51% | -13.99%+4.5pp | 16.96%-26.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,034 | $1,978-47.7% | $2,704-61.7% | $2,597-60.2% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $263 | $3,104-91.5% | $3,228-91.8% | $5,403-95.1% |