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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,350 | $100,895-58.0% | $90,430-53.2% | $158,950-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.55% | 1725.54%-1708.0pp | 1293.73%-1276.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,250 | $3,689-66.1% | $3,262-61.7% | $4,762-73.8% |
| Participant deferral / active EE | $1,250 | $4,347-71.2% | $3,963-68.5% | $5,983-79.1% |
| Admin fee / account holder | $10 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |