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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,044 | $84,551-88.1% | $61,452-83.7% | $134,532-92.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | 1028.99% | 585.39%+443.6pp | 338.96%+690.0pp | 418.27%+610.7pp |
| Employer contribution / active EE | $275 | $1,545-82.2% | $1,160-76.3% | $4,741-94.2% |
| Participant deferral / active EE | $280 | $2,818-90.1% | $2,125-86.8% | $6,401-95.6% |
| Admin fee / account holder | $115 | $2,587-95.6% | $2,131-94.6% | $11,429-99.0% |