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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,652 | $158,852-76.9% | $121,220-69.8% | $135,379-72.9% |
| Participation rate | 73.7% | 79.3%-5.6pp | 71.8%+1.9pp | 82.6%-9.0pp |
| Annual return | -7.40% | -0.64%-6.8pp | 16.94%-24.3pp | 519.79%-527.2pp |
| Employer contribution / active EE | $992 | $5,666-82.5% | $4,023-75.3% | $4,779-79.2% |
| Participant deferral / active EE | $1,891 | $4,006-52.8% | $3,345-43.5% | $5,609-66.3% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |