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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,599 | $211,946-83.2% | $169,452-79.0% | $135,379-73.7% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -5.50% | 3.26%-8.8pp | 1.83%-7.3pp | 519.79%-525.3pp |
| Employer contribution / active EE | $608 | $5,117-88.1% | $4,157-85.4% | $4,779-87.3% |
| Participant deferral / active EE | $2,694 | $6,075-55.7% | $5,277-48.9% | $5,609-52.0% |
| Admin fee / account holder | $5 | $11,472-100.0% | $9,110-99.9% | $10,828-100.0% |