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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,349 | $59,105-65.6% | $160,009-87.3% | $66,938-69.6% |
| Participation rate | 96.4% | 68.1%+28.3pp | 78.0%+18.4pp | 69.8%+26.6pp |
| Annual return | -11.48% | -12.26%+0.8pp | 408.85%-420.3pp | 1.58%-13.1pp |
| Employer contribution / active EE | $2,323 | $1,983+17.2% | $4,225-45.0% | $2,545-8.7% |
| Participant deferral / active EE | $5,636 | $4,395+28.2% | $6,183-8.9% | $4,238+33.0% |
| Admin fee / account holder | $11 | $591-98.1% | $8,715-99.9% | $594-98.1% |