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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,549 | $42,909-21.8% | $60,906-44.9% | $68,486-51.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -7.67% | -13.99%+6.3pp | 16.94%-24.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $540 | $1,979-72.7% | $2,703-80.0% | $2,597-79.2% |
| Participant deferral / active EE | $1,285 | $2,866-55.2% | $3,814-66.3% | $4,028-68.1% |
| Admin fee / account holder | $197 | $3,104-93.6% | $3,227-93.9% | $5,404-96.4% |