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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,783 | $45,872-67.8% | $77,100-80.8% | $68,490-78.4% |
| Participation rate | 83.9% | 55.9%+27.9pp | 67.9%+15.9pp | 67.9%+16.0pp |
| Annual return | -17.21% | 1.73%-18.9pp | 42.35%-59.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,203 | $2,963-59.4% | $4,430-72.8% | $4,028-70.1% |
| Admin fee / account holder | $225 | $3,041-92.6% | $5,443-95.9% | $5,403-95.8% |