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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,449 | $27,639-69.4% | $61,501-86.3% | $68,490-87.7% |
| Participation rate | 96.6% | 39.5%+57.0pp | 52.6%+44.0pp | 67.9%+28.7pp |
| Annual return | -16.66% | -13.19%-3.5pp | 339.04%-355.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,195 | $696+71.7% | $1,160+3.0% | $2,597-54.0% |
| Participant deferral / active EE | $2,524 | $1,264+99.8% | $2,125+18.8% | $4,028-37.3% |
| Admin fee / account holder | $282 | $2,012-86.0% | $2,132-86.8% | $5,403-94.8% |