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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,543 | $45,566-41.7% | $64,105-58.6% | $59,633-55.5% |
| Participation rate | 88.9% | 60.2%+28.7pp | 68.2%+20.7pp | 68.7%+20.2pp |
| Annual return | -1.15% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,618 | $934+73.2% | $1,820-11.1% | $2,203-26.5% |
| Participant deferral / active EE | $3,406 | $2,057+65.6% | $2,822+20.7% | $3,192+6.7% |
| Admin fee / account holder | $142 | $3,268-95.7% | $4,499-96.9% | $4,297-96.7% |