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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,796 | $95,915-85.6% | $79,580-82.7% | $134,532-89.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.75% | -2.71%-16.0pp | 0.15%-18.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $989 | $3,129-68.4% | $2,413-59.0% | $4,741-79.1% |
| Participant deferral / active EE | $2,432 | $4,693-48.2% | $3,985-39.0% | $6,401-62.0% |
| Admin fee / account holder | $126 | $9,132-98.6% | $6,835-98.2% | $11,429-98.9% |