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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,288 | $102,595-93.9% | $94,057-93.3% | $154,746-95.9% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 80.7%+12.6pp |
| Annual return | 21.84% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,026 | $3,147-67.4% | $2,933-65.0% | $4,379-76.6% |
| Participant deferral / active EE | $1,301 | $5,118-74.6% | $4,709-72.4% | $6,730-80.7% |
| Admin fee / account holder | $75 | $7,736-99.0% | $7,244-99.0% | $14,365-99.5% |