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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,621 | $167,030-96.6% | $135,768-95.9% | $155,188-96.4% |
| Participation rate | 91.7% | 76.2%+15.5pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 23.23% | 678.39%-655.2pp | 526.10%-502.9pp | 148.84%-125.6pp |
| Employer contribution / active EE | $594 | $4,132-85.6% | $3,394-82.5% | $4,248-86.0% |
| Participant deferral / active EE | $1,347 | $4,528-70.3% | $3,977-66.1% | $6,531-79.4% |
| Admin fee / account holder | $46 | $8,172-99.4% | $7,048-99.3% | $14,480-99.7% |