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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,461 | $88,702-89.3% | $81,780-88.4% | $145,978-93.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.61% | 1029.12%-1019.5pp | 776.27%-766.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,046 | $3,084-66.1% | $2,914-64.1% | $4,662-77.6% |
| Participant deferral / active EE | $1,604 | $4,645-65.5% | $4,321-62.9% | $6,690-76.0% |
| Admin fee / account holder | $140 | $8,414-98.3% | $7,384-98.1% | $13,400-99.0% |