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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,115 | $73,839-74.1% | $143,788-86.7% | $68,495-72.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.63% | 1.01%-15.6pp | -0.03%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,383 | $3,184+37.6% | $4,952-11.5% | $2,596+68.8% |
| Participant deferral / active EE | $2,687 | $3,384-20.6% | $5,638-52.3% | $4,028-33.3% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,675-98.6% | $5,403-96.1% |