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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,634 | $72,071-93.6% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 56.92% | 353.14%-296.2pp | 292.57%-235.7pp | 220.34%-163.4pp |
| Employer contribution / active EE | $1,563 | $2,788-44.0% | $2,649-41.0% | $4,156-62.4% |
| Participant deferral / active EE | $975 | $4,410-77.9% | $4,123-76.4% | $6,407-84.8% |
| Admin fee / account holder | $50 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |