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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,861 | $100,792-80.3% | $86,691-77.1% | $134,509-85.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -19.03% | 29.08%-48.1pp | 35.94%-55.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,273 | $3,491-63.5% | $2,837-55.1% | $4,741-73.1% |
| Participant deferral / active EE | $3,811 | $5,339-28.6% | $4,656-18.2% | $6,400-40.5% |
| Admin fee / account holder | $62 | $10,924-99.4% | $7,492-99.2% | $11,427-99.5% |