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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,074 | $70,366-89.9% | $66,674-89.4% | $138,895-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.81% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $681 | $2,765-75.4% | $2,620-74.0% | $4,194-83.8% |
| Participant deferral / active EE | $836 | $4,374-80.9% | $4,084-79.5% | $6,396-86.9% |
| Admin fee / account holder | $129 | $5,262-97.6% | $5,098-97.5% | $12,562-99.0% |