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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,485 | $92,219-49.6% | $76,767-39.4% | $135,380-65.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.34% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,885 | $3,216-41.4% | $2,485-24.1% | $4,779-60.6% |
| Participant deferral / active EE | $2,986 | $4,508-33.8% | $3,852-22.5% | $5,609-46.8% |
| Admin fee / account holder | $24 | $10,749-99.8% | $6,675-99.6% | $10,828-99.8% |