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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,287 | $95,915-62.2% | $79,580-54.4% | $134,532-73.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -13.38% | -2.71%-10.7pp | 0.15%-13.5pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,787 | $3,129-42.9% | $2,413-26.0% | $4,741-62.3% |
| Participant deferral / active EE | $5,789 | $4,693+23.3% | $3,985+45.3% | $6,401-9.6% |
| Admin fee / account holder | $99 | $9,132-98.9% | $6,835-98.5% | $11,429-99.1% |