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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,769 | $77,816-70.7% | $123,549-81.6% | $64,181-64.5% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -5.62% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $612 | $3,014-79.7% | $4,628-86.8% | $2,381-74.3% |
| Participant deferral / active EE | $3,017 | $5,240-42.4% | $6,426-53.0% | $3,470-13.0% |
| Admin fee / account holder | $142 | $5,519-97.4% | $9,284-98.5% | $4,887-97.1% |