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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,638 | $65,125-79.1% | $143,797-90.5% | $66,949-79.6% |
| Participation rate | 89.5% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -17.04% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $3,270 | $2,362+38.4% | $4,952-34.0% | $2,545+28.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |