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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,612 | $69,518-83.3% | $59,887-80.6% | $135,379-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.64% | 7.95%-14.6pp | 3.46%-10.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,282 | $3,235-60.4% | $2,722-52.9% | $4,779-73.2% |
| Participant deferral / active EE | $996 | $4,204-76.3% | $3,402-70.7% | $5,609-82.2% |
| Admin fee / account holder | $188 | $5,734-96.7% | $3,591-94.8% | $10,828-98.3% |