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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,697 | $45,872-78.9% | $77,096-87.4% | $68,486-85.8% |
| Participation rate | 81.9% | 55.9%+26.0pp | 67.9%+14.0pp | 67.9%+14.1pp |
| Annual return | -0.95% | 1.73%-2.7pp | 42.35%-43.3pp | -7.85%+6.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |