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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,001 | $70,366-92.9% | $66,674-92.5% | $138,895-96.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 21.63% | 386.41%-364.8pp | 321.24%-299.6pp | 145.39%-123.8pp |
| Employer contribution / active EE | $742 | $2,765-73.2% | $2,620-71.7% | $4,194-82.3% |
| Participant deferral / active EE | $1,492 | $4,374-65.9% | $4,084-63.5% | $6,396-76.7% |
| Admin fee / account holder | $26 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |