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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,419 | $57,072-71.2% | - | $125,389-86.9% |
| Participation rate | 91.3% | 73.1%+18.2pp | - | 83.2%+8.1pp |
| Annual return | -3.50% | 36.57%-40.1pp | - | 282.24%-285.7pp |
| Employer contribution / active EE | $7,467 | $3,605+107.2% | - | $4,866+53.5% |
| Participant deferral / active EE | $1,626 | $3,350-51.5% | - | $5,352-69.6% |
| Admin fee / account holder | $90 | $2,644-96.6% | - | $9,541-99.1% |