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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,774 | $76,634-93.8% | $56,054-91.5% | $145,978-96.7% |
| Participation rate | 82.6% | 63.2%+19.4pp | 52.5%+30.1pp | 80.3%+2.3pp |
| Annual return | 10.73% | 3004.33%-2993.6pp | 1705.95%-1695.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $908 | $1,380-34.2% | $1,039-12.6% | $4,662-80.5% |
| Participant deferral / active EE | $942 | $2,622-64.1% | $1,952-51.7% | $6,690-85.9% |
| Admin fee / account holder | $296 | $3,321-91.1% | $2,822-89.5% | $13,400-97.8% |