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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,715 | $73,848-70.6% | $143,799-84.9% | $68,486-68.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.83% | 0.91%-12.7pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,678 | $3,184-15.9% | $4,952-45.9% | $2,597+3.1% |
| Participant deferral / active EE | $7,311 | $3,385+116.0% | $5,638+29.7% | $4,028+81.5% |
| Admin fee / account holder | $175 | $5,755-97.0% | $14,677-98.8% | $5,404-96.8% |