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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,396 | $85,790-49.4% | $67,313-35.5% | $135,380-67.9% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -7.14% | -0.54%-6.6pp | -4.08%-3.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,197 | $4,651-74.3% | $3,568-66.5% | $5,609-78.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |