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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,520 | $69,541-50.4% | $59,899-42.4% | $135,380-74.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | -1.27% | 7.95%-9.2pp | 3.46%-4.7pp | 519.81%-521.1pp |
| Employer contribution / active EE | $1,499 | $3,236-53.7% | $2,723-44.9% | $4,779-68.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $132 | $5,737-97.7% | $3,592-96.3% | $10,828-98.8% |