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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,537 | $76,608-98.0% | $56,077-97.3% | $145,877-98.9% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 16.50% | 3009.59%-2993.1pp | 1709.28%-1692.8pp | 551.28%-534.8pp |
| Employer contribution / active EE | $152 | $1,382-89.0% | $1,040-85.4% | $4,663-96.7% |
| Participant deferral / active EE | $608 | $2,624-76.8% | $1,954-68.9% | $6,691-90.9% |
| Admin fee / account holder | $87 | $3,325-97.4% | $2,825-96.9% | $13,402-99.4% |