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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,462 | $99,032-41.0% | $80,022-26.9% | $135,380-56.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -5.98% | 15.39%-21.4pp | 11.22%-17.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,640 | $3,043-46.1% | $2,468-33.6% | $4,779-65.7% |
| Participant deferral / active EE | $3,916 | $4,282-8.6% | $3,686+6.2% | $5,609-30.2% |
| Admin fee / account holder | $77 | $10,436-99.3% | $6,521-98.8% | $10,828-99.3% |