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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,316 | $27,632-62.7% | $61,399-83.2% | $68,495-84.9% |
| Participation rate | 83.3% | 39.5%+43.8pp | 52.6%+30.8pp | 67.9%+15.4pp |
| Annual return | -11.82% | -13.24%+1.4pp | 338.81%-350.6pp | -7.84%-4.0pp |
| Employer contribution / active EE | $762 | $696+9.6% | $1,159-34.2% | $2,596-70.6% |
| Participant deferral / active EE | $1,904 | $1,264+50.7% | $2,124-10.4% | $4,028-52.7% |
| Admin fee / account holder | $243 | $2,010-87.9% | $2,131-88.6% | $5,403-95.5% |