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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $67,823-86.2% | $52,425-82.2% | $137,256-93.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.62% | 219.11%-199.5pp | 302.12%-282.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $669 | $1,163-42.5% | $914-26.8% | $4,156-83.9% |
| Participant deferral / active EE | $669 | $2,288-70.8% | $1,790-62.6% | $6,407-89.6% |
| Admin fee / account holder | $39 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |