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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,297 | $156,963-94.7% | $121,204-93.2% | $139,466-94.1% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 25.90% | 1476.75%-1450.8pp | 987.18%-961.3pp | 373.66%-347.8pp |
| Employer contribution / active EE | $1,500 | $5,544-72.9% | $4,170-64.0% | $4,754-68.4% |
| Participant deferral / active EE | $1,500 | $4,848-69.1% | $4,083-63.3% | $6,712-77.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |