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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,834 | $73,863-86.7% | $143,797-93.2% | $68,490-85.6% |
| Participation rate | 85.9% | 66.7%+19.3pp | 80.3%+5.6pp | 67.9%+18.0pp |
| Annual return | -15.45% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,179 | $3,185-63.0% | $4,952-76.2% | $2,597-54.6% |
| Participant deferral / active EE | $1,258 | $3,385-62.8% | $5,638-77.7% | $4,028-68.8% |
| Admin fee / account holder | $165 | $5,756-97.1% | $14,679-98.9% | $5,403-96.9% |