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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,038 | $27,639-78.2% | $61,501-90.2% | $68,490-91.2% |
| Participation rate | 96.0% | 39.5%+56.5pp | 52.6%+43.4pp | 67.9%+28.1pp |
| Annual return | -14.37% | -13.19%-1.2pp | 339.04%-353.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $759 | $696+9.1% | $1,160-34.5% | $2,597-70.8% |
| Participant deferral / active EE | $2,409 | $1,264+90.6% | $2,125+13.4% | $4,028-40.2% |
| Admin fee / account holder | $262 | $2,012-87.0% | $2,132-87.7% | $5,403-95.1% |