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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,995 | $167,030-94.0% | $135,768-92.6% | $155,188-93.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 71.1%+12.3pp | 80.8%+2.5pp |
| Annual return | 20.38% | 678.39%-658.0pp | 526.10%-505.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,082 | $4,132-73.8% | $3,394-68.1% | $4,248-74.5% |
| Participant deferral / active EE | $1,615 | $4,528-64.3% | $3,977-59.4% | $6,531-75.3% |
| Admin fee / account holder | $19 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |