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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,980 | $95,915-78.1% | $79,580-73.6% | $134,532-84.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -18.61% | -2.71%-15.9pp | 0.15%-18.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,288 | $3,129-26.9% | $2,413-5.2% | $4,741-51.7% |
| Participant deferral / active EE | $4,673 | $4,693-0.4% | $3,985+17.2% | $6,401-27.0% |
| Admin fee / account holder | $219 | $9,132-97.6% | $6,835-96.8% | $11,429-98.1% |