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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,492 | $54,357-80.7% | $82,706-87.3% | $68,495-84.7% |
| Participation rate | 89.1% | 63.9%+25.1pp | 72.6%+16.5pp | 67.9%+21.2pp |
| Annual return | -13.87% | -13.67%-0.2pp | 701.76%-715.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $454 | $2,218-79.5% | $3,007-84.9% | $2,596-82.5% |
| Participant deferral / active EE | $2,138 | $3,246-34.1% | $4,394-51.3% | $4,028-46.9% |
| Admin fee / account holder | $205 | $4,396-95.3% | $5,329-96.2% | $5,403-96.2% |