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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,688 | $67,823-88.7% | $52,425-85.3% | $137,256-94.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 35.28% | 219.11%-183.8pp | 302.12%-266.8pp | 220.34%-185.1pp |
| Employer contribution / active EE | $1,729 | $1,163+48.6% | $914+89.1% | $4,156-58.4% |
| Participant deferral / active EE | $5,125 | $2,288+124.0% | $1,790+186.3% | $6,407-20.0% |
| Admin fee / account holder | $24 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |