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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,265 | $108,212-90.5% | $77,513-86.8% | $158,966-93.5% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 727.39% | 31.67%+695.7pp | 54.81%+672.6pp | 302.95%+424.4pp |
| Employer contribution / active EE | $600 | $1,325-54.7% | $987-39.2% | $4,762-87.4% |
| Participant deferral / active EE | $1,716 | $2,455-30.1% | $1,861-7.8% | $5,983-71.3% |
| Admin fee / account holder | $248 | $3,709-93.3% | $2,859-91.3% | $11,250-97.8% |