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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,915 | $160,040-72.6% | $147,096-70.1% | $145,877-69.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 43.23% | 98.49%-55.3pp | 419.75%-376.5pp | 551.28%-508.1pp |
| Employer contribution / active EE | $5,068 | $5,289-4.2% | $4,936+2.7% | $4,663+8.7% |
| Participant deferral / active EE | $3,917 | $8,429-53.5% | $8,071-51.5% | $6,691-41.4% |
| Admin fee / account holder | $44 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |