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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,294 | $144,130-72.0% | $117,860-65.8% | $147,585-72.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 38.87% | 531.20%-492.3pp | 335.10%-296.2pp | 578.58%-539.7pp |
| Employer contribution / active EE | $4,879 | $4,897-0.4% | $3,786+28.8% | $4,8760% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |