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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,487 | $76,608-98.1% | $56,077-97.3% | $145,877-99.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 16.33% | 3009.59%-2993.3pp | 1709.28%-1692.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $132 | $1,382-90.5% | $1,040-87.3% | $4,663-97.2% |
| Participant deferral / active EE | $569 | $2,624-78.3% | $1,954-70.9% | $6,691-91.5% |
| Admin fee / account holder | $7 | $3,325-99.8% | $2,825-99.8% | $13,402-99.9% |