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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,279 | $92,219-54.2% | $76,768-44.9% | $135,379-68.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.28% | 5.46%-10.7pp | 2.43%-7.7pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,223 | $3,216-62.0% | $2,485-50.8% | $4,779-74.4% |
| Participant deferral / active EE | $3,579 | $4,508-20.6% | $3,852-7.1% | $5,609-36.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |