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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,268 | $42,901-62.1% | $91,225-82.2% | $64,819-74.9% |
| Participation rate | 94.7% | 68.1%+26.6pp | 73.2%+21.5pp | 71.5%+23.3pp |
| Annual return | -12.66% | -13.53%+0.9pp | 114.12%-126.8pp | 32.84%-45.5pp |
| Employer contribution / active EE | $1,525 | $1,571-2.9% | $2,851-46.5% | $2,507-39.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,233-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,422-100.0% | $188-100.0% |