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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,684 | $42,910-23.8% | $60,919-46.3% | $68,490-52.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.24% | -13.99%-0.3pp | 16.96%-31.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $586 | $1,978-70.4% | $2,704-78.3% | $2,597-77.4% |
| Participant deferral / active EE | $3,261 | $2,866+13.8% | $3,814-14.5% | $4,028-19.0% |
| Admin fee / account holder | $4 | $3,104-99.9% | $3,228-99.9% | $5,403-99.9% |