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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,344 | $92,219-68.2% | $76,767-61.8% | $135,380-78.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.42% | 5.46%-11.9pp | 2.43%-8.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,025 | $3,216-68.1% | $2,485-58.8% | $4,779-78.6% |
| Participant deferral / active EE | $2,888 | $4,508-35.9% | $3,852-25.0% | $5,609-48.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |