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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,857 | $76,608-93.7% | $56,077-91.3% | $145,877-96.7% |
| Participation rate | 77.3% | 63.2%+14.0pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 15.52% | 3009.59%-2994.1pp | 1709.28%-1693.8pp | 551.28%-535.8pp |
| Employer contribution / active EE | $865 | $1,382-37.4% | $1,040-16.9% | $4,663-81.5% |
| Participant deferral / active EE | $1,143 | $2,624-56.5% | $1,954-41.5% | $6,691-82.9% |
| Admin fee / account holder | $90 | $3,325-97.3% | $2,825-96.8% | $13,402-99.3% |