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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,564 | $70,366-94.9% | $66,674-94.7% | $138,895-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 25.22% | 386.41%-361.2pp | 321.24%-296.0pp | 145.39%-120.2pp |
| Employer contribution / active EE | $562 | $2,765-79.7% | $2,620-78.5% | $4,194-86.6% |
| Participant deferral / active EE | $873 | $4,374-80.0% | $4,084-78.6% | $6,396-86.4% |
| Admin fee / account holder | $33 | $5,262-99.4% | $5,098-99.4% | $12,562-99.7% |