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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,567 | $105,853-66.4% | $90,752-60.8% | $134,493-73.6% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | -16.24% | -10.99%-5.2pp | -12.16%-4.1pp | 418.01%-434.3pp |
| Employer contribution / active EE | $932 | $3,462-73.1% | $2,921-68.1% | $4,740-80.3% |
| Participant deferral / active EE | $3,539 | $5,216-32.1% | $4,564-22.5% | $6,400-44.7% |
| Admin fee / account holder | $139 | $13,938-99.0% | $8,446-98.4% | $11,425-98.8% |