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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,001 | $149,040-96.6% | $120,225-95.8% | $137,256-96.4% |
| Participation rate | 95.7% | 75.4%+20.2pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 21.33% | 605.68%-584.4pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,556 | $4,350-64.2% | $3,475-55.2% | $4,156-62.6% |
| Participant deferral / active EE | $2,142 | $4,655-54.0% | $3,999-46.4% | $6,407-66.6% |
| Admin fee / account holder | $47 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |