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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,800 | $73,848-61.0% | $143,799-80.0% | $68,486-57.9% |
| Participation rate | 72.3% | 66.7%+5.7pp | 80.3%-8.0pp | 67.9%+4.4pp |
| Annual return | -15.26% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,526 | $3,184+10.7% | $4,952-28.8% | $2,597+35.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |