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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,691 | $92,219-78.6% | $76,768-74.3% | $135,379-85.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.63% | 5.46%-14.1pp | 2.43%-11.1pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,701 | $3,216-47.1% | $2,485-31.6% | $4,779-64.4% |
| Participant deferral / active EE | $3,274 | $4,508-27.4% | $3,852-15.0% | $5,609-41.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |