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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,919 | $84,628-82.4% | $61,501-75.7% | $134,545-88.9% |
| Participation rate | 93.3% | 62.2%+31.1pp | 52.6%+40.8pp | 81.2%+12.1pp |
| Annual return | 832.63% | 585.61%+247.0pp | 339.04%+493.6pp | 418.37%+414.3pp |
| Employer contribution / active EE | $1,048 | $1,545-32.2% | $1,160-9.6% | $4,742-77.9% |
| Participant deferral / active EE | $871 | $2,819-69.1% | $2,125-59.0% | $6,401-86.4% |
| Admin fee / account holder | $64 | $2,587-97.5% | $2,132-97.0% | $11,431-99.4% |