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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,938 | $65,083-66.3% | $143,788-84.7% | $66,930-67.2% |
| Participation rate | 87.7% | 65.2%+22.5pp | 80.3%+7.4pp | 69.8%+17.9pp |
| Annual return | -14.37% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $1,752 | $2,361-25.8% | $4,952-64.6% | $2,545-31.1% |
| Participant deferral / active EE | $2,129 | $2,920-27.1% | $5,638-62.2% | $4,238-49.8% |
| Admin fee / account holder | $3 | $502-99.4% | $14,675-100.0% | $593-99.5% |