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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,456 | $87,546-56.1% | $75,784-49.3% | $125,389-69.3% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -3.25% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,727 | $3,930-56.1% | $3,323-48.0% | $4,866-64.5% |
| Participant deferral / active EE | $2,609 | $4,230-38.3% | $3,652-28.6% | $5,352-51.2% |
| Admin fee / account holder | $18 | $6,503-99.7% | $5,300-99.7% | $9,541-99.8% |