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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,990 | $73,848-82.4% | $143,799-91.0% | $68,486-81.0% |
| Participation rate | 82.4% | 66.7%+15.8pp | 80.3%+2.1pp | 67.9%+14.5pp |
| Annual return | -15.43% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,570 | $3,385+5.5% | $5,638-36.7% | $4,028-11.4% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,677-98.2% | $5,404-95.0% |