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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,264 | $158,827-86.6% | $121,208-82.5% | $135,382-84.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.57% | -0.64%-3.9pp | 16.93%-21.5pp | 519.77%-524.3pp |
| Employer contribution / active EE | $1,451 | $5,666-74.4% | $4,023-63.9% | $4,779-69.6% |
| Participant deferral / active EE | $2,190 | $4,006-45.3% | $3,345-34.5% | $5,609-60.9% |
| Admin fee / account holder | $86 | $6,514-98.7% | $5,020-98.3% | $10,829-99.2% |