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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,329 | $45,566-57.6% | $64,105-69.8% | $59,633-67.6% |
| Participation rate | 73.3% | 60.2%+13.2pp | 68.2%+5.2pp | 68.7%+4.7pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,140 | $934+22.0% | $1,820-37.4% | $2,203-48.2% |
| Participant deferral / active EE | $4,014 | $2,057+95.2% | $2,822+42.3% | $3,192+25.8% |
| Admin fee / account holder | $99 | $3,268-97.0% | $4,499-97.8% | $4,297-97.7% |