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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,685 | $90,397-91.5% | $76,002-89.9% | $145,959-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.27% | 621.97%-611.7pp | 360.07%-349.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $720 | $3,317-78.3% | $2,688-73.2% | $4,661-84.6% |
| Participant deferral / active EE | $1,200 | $5,163-76.8% | $4,257-71.8% | $6,689-82.1% |
| Admin fee / account holder | $60 | $8,369-99.3% | $6,414-99.1% | $13,398-99.6% |