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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,160 | $43,730-53.9% | $121,220-83.4% | $64,173-68.6% |
| Participation rate | 72.5% | 58.3%+14.2pp | 71.8%+0.8pp | 69.6%+3.0pp |
| Annual return | -5.09% | 68.94%-74.0pp | 16.94%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,686 | $2,281-26.1% | $3,345-49.6% | $3,470-51.4% |
| Admin fee / account holder | $91 | $3,502-97.4% | $5,021-98.2% | $4,887-98.1% |