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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,207 | $60,989-57.0% | $60,919-57.0% | $66,949-60.9% |
| Participation rate | 88.2% | 74.5%+13.8pp | 73.1%+15.1pp | 69.8%+18.4pp |
| Annual return | -10.63% | -9.60%-1.0pp | 16.96%-27.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $1,030 | $2,661-61.3% | $2,704-61.9% | $2,545-59.5% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |