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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,979 | $25,979-69.3% | $71,755-88.9% | $68,486-88.3% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -10.52% | -15.10%+4.6pp | 9.09%-19.6pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,933 | $900+336.8% | $1,704+130.9% | $2,597+51.5% |
| Participant deferral / active EE | $2,841 | $1,522+86.7% | $2,656+7.0% | $4,028-29.4% |
| Admin fee / account holder | $203 | $2,022-89.9% | $3,972-94.9% | $5,404-96.2% |