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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,410 | $72,071-93.9% | $68,368-93.5% | $137,256-96.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 25.97% | 353.14%-327.2pp | 292.57%-266.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $729 | $2,788-73.8% | $2,649-72.5% | $4,156-82.5% |
| Participant deferral / active EE | $1,621 | $4,410-63.2% | $4,123-60.7% | $6,407-74.7% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |