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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,367 | $67,823-90.6% | $52,425-87.9% | $137,256-95.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.55% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,095 | $1,163-5.9% | $914+19.8% | $4,156-73.7% |
| Participant deferral / active EE | $1,480 | $2,288-35.3% | $1,790-17.3% | $6,407-76.9% |
| Admin fee / account holder | $287 | $2,844-89.9% | $2,495-88.5% | $12,270-97.7% |