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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,217 | $95,917-88.3% | $79,583-85.9% | $134,545-91.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -8.56% | -2.70%-5.9pp | 0.16%-8.7pp | 418.37%-426.9pp |
| Employer contribution / active EE | $3,196 | $3,129+2.1% | $2,414+32.4% | $4,742-32.6% |
| Participant deferral / active EE | $5,136 | $4,694+9.4% | $3,986+28.9% | $6,401-19.8% |
| Admin fee / account holder | $44 | $9,132-99.5% | $6,835-99.4% | $11,431-99.6% |