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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,700 | $95,915-86.8% | $79,580-84.0% | $134,532-90.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -20.29% | -2.71%-17.6pp | 0.15%-20.4pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,420 | $3,129-54.6% | $2,413-41.2% | $4,741-70.1% |
| Participant deferral / active EE | $4,992 | $4,693+6.4% | $3,985+25.3% | $6,401-22.0% |
| Admin fee / account holder | $57 | $9,132-99.4% | $6,835-99.2% | $11,429-99.5% |