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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,439 | $42,909-64.0% | $60,906-74.7% | $68,486-77.5% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -17.48% | -13.99%-3.5pp | 16.94%-34.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,354 | $1,979-31.5% | $2,703-49.9% | $2,597-47.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |