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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,500 | $76,608-96.7% | $56,077-95.5% | $145,877-98.3% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 23.15% | 3009.59%-2986.4pp | 1709.28%-1686.1pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,162 | $1,382-15.9% | $1,040+11.7% | $4,663-75.1% |
| Participant deferral / active EE | $1,771 | $2,624-32.5% | $1,954-9.4% | $6,691-73.5% |
| Admin fee / account holder | $9 | $3,325-99.7% | $2,825-99.7% | $13,402-99.9% |