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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,869 | $149,040-94.0% | $120,225-92.6% | $137,256-93.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.76% | 605.68%-592.9pp | 439.23%-426.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $580 | $4,350-86.7% | $3,475-83.3% | $4,156-86.0% |
| Participant deferral / active EE | $737 | $4,655-84.2% | $3,999-81.6% | $6,407-88.5% |
| Admin fee / account holder | $65 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |