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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,329 | $82,674-76.6% | $125,381-84.6% | $68,486-71.8% |
| Participation rate | 78.0% | 75.1%+3.0pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -16.42% | -5.97%-10.5pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,242 | $3,382-63.3% | $4,815-74.2% | $2,597-52.2% |
| Participant deferral / active EE | $3,721 | $6,111-39.1% | $7,448-50.0% | $4,028-7.6% |
| Admin fee / account holder | $119 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |