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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,841 | $95,917-78.3% | $79,583-73.8% | $134,545-84.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -18.96% | -2.70%-16.3pp | 0.16%-19.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,289 | $3,129-58.8% | $2,414-46.6% | $4,742-72.8% |
| Participant deferral / active EE | $6,239 | $4,694+32.9% | $3,986+56.5% | $6,401-2.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |