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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,500 | $76,634-96.7% | $56,054-95.5% | $145,978-98.3% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | 23.15% | 3004.33%-2981.2pp | 1705.95%-1682.8pp | 550.52%-527.4pp |
| Employer contribution / active EE | $1,162 | $1,380-15.8% | $1,039+11.8% | $4,662-75.1% |
| Participant deferral / active EE | $1,771 | $2,622-32.5% | $1,952-9.3% | $6,690-73.5% |
| Admin fee / account holder | $9 | $3,321-99.7% | $2,822-99.7% | $13,400-99.9% |