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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,269 | $73,863-69.9% | $143,797-84.5% | $68,490-67.5% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -12.14% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,124 | $3,185-64.7% | $4,952-77.3% | $2,597-56.7% |
| Participant deferral / active EE | $2,985 | $3,385-11.8% | $5,638-47.1% | $4,028-25.9% |
| Admin fee / account holder | $207 | $5,756-96.4% | $14,679-98.6% | $5,403-96.2% |