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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,641 | $162,529-94.1% | $130,788-92.6% | $154,746-93.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 70.1%+21.6pp | 80.7%+11.0pp |
| Annual return | 19.97% | 510.48%-490.5pp | 386.44%-366.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $496 | $4,447-88.8% | $3,558-86.1% | $4,379-88.7% |
| Participant deferral / active EE | $1,813 | $4,808-62.3% | $4,137-56.2% | $6,730-73.1% |
| Admin fee / account holder | $52 | $7,669-99.3% | $6,673-99.2% | $14,365-99.6% |