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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,869 | $162,529-94.5% | $130,788-93.2% | $154,746-94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.76% | 510.48%-497.7pp | 386.44%-373.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $580 | $4,447-87.0% | $3,558-83.7% | $4,379-86.8% |
| Participant deferral / active EE | $737 | $4,808-84.7% | $4,137-82.2% | $6,730-89.1% |
| Admin fee / account holder | $65 | $7,669-99.2% | $6,673-99.0% | $14,365-99.5% |