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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,408 | $46,697-71.3% | $117,533-88.6% | $68,486-80.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -9.74% | -14.52%+4.8pp | 29.77%-39.5pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,380 | $1,506-8.3% | $4,179-67.0% | $2,597-46.9% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $4,023-99.9% | $5,647-99.9% | $5,404-99.9% |