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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,391 | $105,861-84.5% | $90,756-81.9% | $134,509-87.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -2.37% | -10.99%+8.6pp | -12.16%+9.8pp | 418.13%-420.5pp |
| Employer contribution / active EE | $1,604 | $3,463-53.7% | $2,922-45.1% | $4,741-66.2% |
| Participant deferral / active EE | $6,102 | $5,217+17.0% | $4,565+33.7% | $6,400-4.7% |
| Admin fee / account holder | $86 | $13,938-99.4% | $8,445-99.0% | $11,427-99.2% |