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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,396 | $95,917-38.1% | $79,583-25.4% | $134,545-55.9% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.2pp |
| Annual return | -17.23% | -2.70%-14.5pp | 0.16%-17.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,444 | $3,129-53.9% | $2,414-40.2% | $4,742-69.6% |
| Participant deferral / active EE | $2,703 | $4,694-42.4% | $3,986-32.2% | $6,401-57.8% |
| Admin fee / account holder | $133 | $9,132-98.5% | $6,835-98.1% | $11,431-98.8% |