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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,124 | $42,909-67.1% | $60,906-76.8% | $68,486-79.4% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -11.92% | -13.99%+2.1pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,872 | $2,866+0.2% | $3,814-24.7% | $4,028-28.7% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |