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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,807 | $45,566-56.5% | $64,105-69.1% | $59,633-66.8% |
| Participation rate | 74.3% | 60.2%+14.1pp | 68.2%+6.1pp | 68.7%+5.6pp |
| Annual return | -1.84% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,005 | $2,057-51.2% | $2,822-64.4% | $3,192-68.5% |
| Admin fee / account holder | $127 | $3,268-96.1% | $4,499-97.2% | $4,297-97.0% |