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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,915 | $159,934-72.5% | $147,005-70.1% | $145,959-69.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 43.23% | 98.24%-55.0pp | 418.76%-375.5pp | 561.95%-518.7pp |
| Employer contribution / active EE | $5,068 | $5,287-4.2% | $4,934+2.7% | $4,661+8.7% |
| Participant deferral / active EE | $3,917 | $8,427-53.5% | $8,070-51.5% | $6,689-41.4% |
| Admin fee / account holder | $44 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |