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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,736 | $70,366-93.3% | $66,674-92.9% | $138,895-96.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 23.46% | 386.41%-362.9pp | 321.24%-297.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $752 | $2,765-72.8% | $2,620-71.3% | $4,194-82.1% |
| Participant deferral / active EE | $1,374 | $4,374-68.6% | $4,084-66.4% | $6,396-78.5% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |