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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,366 | $92,219-75.7% | $76,767-70.9% | $135,380-83.5% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -8.44% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,157 | $3,216-32.9% | $2,485-13.2% | $4,779-54.9% |
| Participant deferral / active EE | $3,015 | $4,508-33.1% | $3,852-21.7% | $5,609-46.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |