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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,107 | $100,811-82.0% | $86,698-79.1% | $134,545-86.5% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -18.45% | 29.11%-47.6pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,672 | $3,490-52.1% | $2,837-41.1% | $4,742-64.7% |
| Participant deferral / active EE | $3,744 | $5,339-29.9% | $4,656-19.6% | $6,401-41.5% |
| Admin fee / account holder | $179 | $10,926-98.4% | $7,492-97.6% | $11,431-98.4% |