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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,249 | $99,032-47.2% | $80,022-34.7% | $135,382-61.4% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -1.89% | 15.39%-17.3pp | 11.22%-13.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $1,025 | $3,043-66.3% | $2,468-58.5% | $4,779-78.6% |
| Participant deferral / active EE | $1,214 | $4,282-71.7% | $3,686-67.1% | $5,609-78.4% |
| Admin fee / account holder | $233 | $10,436-97.8% | $6,521-96.4% | $10,829-97.8% |