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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,685 | $90,530-91.5% | $76,030-89.9% | $145,897-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.27% | 625.08%-614.8pp | 361.54%-351.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $720 | $3,319-78.3% | $2,688-73.2% | $4,663-84.6% |
| Participant deferral / active EE | $1,200 | $5,164-76.8% | $4,257-71.8% | $6,689-82.1% |
| Admin fee / account holder | $60 | $8,383-99.3% | $6,421-99.1% | $13,390-99.6% |