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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,755 | $76,608-95.1% | $56,077-93.3% | $145,877-97.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 14.85% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $705 | $1,382-49.0% | $1,040-32.2% | $4,663-84.9% |
| Participant deferral / active EE | $1,286 | $2,624-51.0% | $1,954-34.2% | $6,691-80.8% |
| Admin fee / account holder | $18 | $3,325-99.5% | $2,825-99.4% | $13,402-99.9% |