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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,906 | $69,518-71.4% | $59,883-66.8% | $135,382-85.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.7%+9.5pp | 82.6%+1.6pp |
| Annual return | -5.30% | 7.95%-13.3pp | 3.46%-8.8pp | 519.77%-525.1pp |
| Employer contribution / active EE | $978 | $3,235-69.8% | $2,722-64.1% | $4,779-79.5% |
| Participant deferral / active EE | $1,849 | $4,204-56.0% | $3,402-45.6% | $5,609-67.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |