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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,658 | $105,853-81.4% | $90,752-78.3% | $134,493-85.4% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -16.25% | -10.99%-5.3pp | -12.16%-4.1pp | 418.01%-434.3pp |
| Employer contribution / active EE | $1,614 | $3,462-53.4% | $2,921-44.8% | $4,740-66.0% |
| Participant deferral / active EE | $2,578 | $5,216-50.6% | $4,564-43.5% | $6,400-59.7% |
| Admin fee / account holder | $100 | $13,938-99.3% | $8,446-98.8% | $11,425-99.1% |