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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,248 | $131,835-79.3% | $108,582-74.9% | $273,972-90.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 10.21% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,397 | $4,913-71.6% | $3,758-62.8% | $4,869-71.3% |
| Participant deferral / active EE | $2,604 | $5,127-49.2% | $4,311-39.6% | $5,287-50.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |