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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,610 | $73,848-85.6% | $143,799-92.6% | $68,486-84.5% |
| Participation rate | 74.6% | 66.7%+7.9pp | 80.3%-5.7pp | 67.9%+6.7pp |
| Annual return | -9.03% | 0.91%-9.9pp | -0.04%-9.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $1,326 | $3,184-58.4% | $4,952-73.2% | $2,597-48.9% |
| Participant deferral / active EE | $2,159 | $3,385-36.2% | $5,638-61.7% | $4,028-46.4% |
| Admin fee / account holder | $96 | $5,755-98.3% | $14,677-99.3% | $5,404-98.2% |