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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,973 | $64,311-68.9% | $57,356-65.2% | $125,389-84.1% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.1%+9.5pp | 83.2%+1.4pp |
| Annual return | -2.46% | 25.14%-27.6pp | 24.41%-26.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,288 | $3,193-28.4% | $2,689-14.9% | $4,866-53.0% |
| Participant deferral / active EE | $2,462 | $3,846-36.0% | $3,162-22.1% | $5,352-54.0% |
| Admin fee / account holder | $99 | $5,243-98.1% | $3,357-97.1% | $9,541-99.0% |