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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,165 | $77,817-68.9% | $123,553-80.4% | $64,173-62.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.00% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,962 | $3,014-34.9% | $4,628-57.6% | $2,381-17.6% |
| Participant deferral / active EE | $2,912 | $5,240-44.4% | $6,426-54.7% | $3,470-16.1% |
| Admin fee / account holder | $279 | $5,519-94.9% | $9,284-97.0% | $4,887-94.3% |