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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,002 | $45,872-58.6% | $77,096-75.4% | $68,486-72.3% |
| Participation rate | 89.4% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.5pp |
| Annual return | -12.40% | 1.73%-14.1pp | 42.35%-54.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,344 | $1,650-18.5% | $2,814-52.3% | $2,597-48.2% |
| Participant deferral / active EE | $4,862 | $2,963+64.1% | $4,429+9.8% | $4,028+20.7% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |