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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,916 | $154,754-93.6% | $124,206-92.0% | $138,895-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.75% | 709.28%-687.5pp | 515.27%-493.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $873 | $4,446-80.4% | $3,540-75.3% | $4,194-79.2% |
| Participant deferral / active EE | $897 | $4,621-80.6% | $3,968-77.4% | $6,396-86.0% |
| Admin fee / account holder | $47 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |