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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,479 | $42,917-50.0% | $60,899-64.7% | $68,495-68.6% |
| Participation rate | 95.2% | 66.8%+28.5pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -15.14% | -13.99%-1.2pp | 16.92%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,546 | $1,979-21.9% | $2,702-42.8% | $2,596-40.5% |
| Participant deferral / active EE | $1,400 | $2,867-51.2% | $3,817-63.3% | $4,028-65.3% |
| Admin fee / account holder | $200 | $3,102-93.6% | $3,225-93.8% | $5,403-96.3% |