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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,033 | $149,040-95.3% | $120,225-94.2% | $137,256-94.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.03% | 605.68%-583.7pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $500 | $4,350-88.5% | $3,475-85.6% | $4,156-88.0% |
| Participant deferral / active EE | $1,678 | $4,655-64.0% | $3,999-58.0% | $6,407-73.8% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |