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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,670 | $88,702-95.9% | $81,780-95.5% | $145,978-97.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.33% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $674 | $3,084-78.2% | $2,914-76.9% | $4,662-85.5% |
| Participant deferral / active EE | $1,045 | $4,645-77.5% | $4,321-75.8% | $6,690-84.4% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |