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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,101 | $46,697-65.5% | $117,529-86.3% | $68,490-76.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.27% | -14.52%-0.8pp | 29.77%-45.0pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,415 | $1,506-6.0% | $4,179-66.1% | $2,597-45.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $96 | $4,023-97.6% | $5,645-98.3% | $5,403-98.2% |