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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,321 | $70,366-92.4% | $66,674-92.0% | $138,895-96.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.62% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $974 | $2,765-64.8% | $2,620-62.8% | $4,194-76.8% |
| Participant deferral / active EE | $1,302 | $4,374-70.2% | $4,084-68.1% | $6,396-79.6% |
| Admin fee / account holder | $60 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |