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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,169 | $107,806-66.4% | $90,655-60.1% | $135,382-73.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -9.21% | -0.90%-8.3pp | 1.89%-11.1pp | 519.77%-529.0pp |
| Employer contribution / active EE | $535 | $3,018-82.3% | $2,532-78.9% | $4,779-88.8% |
| Participant deferral / active EE | $1,333 | $3,872-65.6% | $3,425-61.1% | $5,609-76.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |