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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,254 | $76,634-97.1% | $56,054-96.0% | $145,978-98.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 41.48% | 3004.33%-2962.8pp | 1705.95%-1664.5pp | 550.52%-509.0pp |
| Employer contribution / active EE | $667 | $1,380-51.7% | $1,039-35.8% | $4,662-85.7% |
| Participant deferral / active EE | $1,129 | $2,622-57.0% | $1,952-42.2% | $6,690-83.1% |
| Admin fee / account holder | $15 | $3,321-99.5% | $2,822-99.5% | $13,400-99.9% |