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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,579 | $158,852-84.5% | $121,220-79.7% | $135,380-81.8% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.8%+22.0pp | 82.6%+11.1pp |
| Annual return | -8.01% | -0.64%-7.4pp | 16.94%-24.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,179 | $5,666-79.2% | $4,023-70.7% | $4,779-75.3% |
| Participant deferral / active EE | $3,108 | $4,006-22.4% | $3,345-7.1% | $5,609-44.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |