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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,566 | $97,881-78.0% | $80,004-73.0% | $125,389-82.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 73.0%+2.0pp | 83.2%-8.2pp |
| Annual return | -3.13% | 9.36%-12.5pp | 7.63%-10.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $811 | $3,128-74.1% | $2,473-67.2% | $4,866-83.3% |
| Participant deferral / active EE | $5,243 | $3,744+40.0% | $3,204+63.7% | $5,352-2.0% |
| Admin fee / account holder | $202 | $6,278-96.8% | $5,033-96.0% | $9,541-97.9% |