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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,851 | $175,257-76.7% | $149,717-72.7% | $139,456-70.7% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 46.25% | 166.70%-120.4pp | 134.41%-88.2pp | 373.45%-327.2pp |
| Employer contribution / active EE | $3,119 | $5,477-43.0% | $4,820-35.3% | $4,753-34.4% |
| Participant deferral / active EE | $12,112 | $6,521+85.7% | $5,682+113.2% | $6,711+80.5% |
| Admin fee / account holder | $204 | $16,156-98.7% | $13,213-98.5% | $11,407-98.2% |