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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,915 | $160,070-72.6% | $147,117-70.1% | $145,897-69.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 43.23% | 98.69%-55.5pp | 420.54%-377.3pp | 552.29%-509.1pp |
| Employer contribution / active EE | $5,068 | $5,285-4.1% | $4,932+2.7% | $4,663+8.7% |
| Participant deferral / active EE | $3,917 | $8,419-53.5% | $8,065-51.4% | $6,689-41.4% |
| Admin fee / account holder | $44 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |