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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,931 | $75,935-79.0% | $60,547-73.7% | $125,388-87.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 68.0%+22.9pp | 83.2%+7.7pp |
| Annual return | -1.61% | -5.38%+3.8pp | 335.64%-337.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,483 | $3,438-56.9% | $2,419-38.7% | $4,866-69.5% |
| Participant deferral / active EE | $2,967 | $4,506-34.2% | $3,328-10.8% | $5,352-44.6% |
| Admin fee / account holder | $87 | $6,768-98.7% | $4,536-98.1% | $9,541-99.1% |