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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,546 | $42,548-51.7% | $74,551-72.4% | $56,289-63.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -1.85% | 12.40%-14.3pp | 32.53%-34.4pp | -9.96%+8.1pp |
| Employer contribution / active EE | $657 | $855-23.2% | $1,961-66.5% | $2,111-68.9% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |