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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,068 | $75,935-74.9% | $60,547-68.5% | $125,389-84.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.79% | -5.38%+2.6pp | 335.64%-338.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,148 | $3,438-66.6% | $2,419-52.5% | $4,866-76.4% |
| Participant deferral / active EE | $3,498 | $4,506-22.4% | $3,328+5.1% | $5,352-34.6% |
| Admin fee / account holder | $190 | $6,768-97.2% | $4,536-95.8% | $9,541-98.0% |