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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,283 | $42,909-64.4% | $60,906-74.9% | $68,486-77.7% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.1pp | 67.9%+28.3pp |
| Annual return | -11.70% | -13.99%+2.3pp | 16.94%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,975 | $2,866-31.1% | $3,814-48.2% | $4,028-51.0% |
| Admin fee / account holder | $148 | $3,104-95.2% | $3,227-95.4% | $5,404-97.3% |