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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,196 | $91,911-68.2% | $68,612-57.4% | $135,379-78.4% |
| Participation rate | 86.7% | 76.7%+9.9pp | 72.2%+14.4pp | 82.6%+4.0pp |
| Annual return | -7.00% | -8.22%+1.2pp | -4.63%-2.4pp | 519.79%-526.8pp |
| Employer contribution / active EE | $6,242 | $3,924+59.1% | $2,625+137.8% | $4,779+30.6% |
| Participant deferral / active EE | $4,924 | $4,315+14.1% | $3,311+48.7% | $5,609-12.2% |
| Admin fee / account holder | $140 | $9,240-98.5% | $5,131-97.3% | $10,828-98.7% |