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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,429 | $54,380-58.8% | $68,509-67.3% | $59,633-62.4% |
| Participation rate | 89.3% | 70.2%+19.1pp | 74.7%+14.6pp | 68.7%+20.6pp |
| Annual return | -2.28% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,594 | $1,539+3.6% | $2,278-30.0% | $2,203-27.6% |
| Participant deferral / active EE | $2,480 | $2,643-6.2% | $3,382-26.7% | $3,192-22.3% |
| Admin fee / account holder | $270 | $3,885-93.1% | $5,275-94.9% | $4,297-93.7% |