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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,427 | $109,411-63.1% | $89,435-54.8% | $158,982-74.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 41.87% | 345.68%-303.8pp | 245.55%-203.7pp | 302.99%-261.1pp |
| Employer contribution / active EE | $10,556 | $3,173+232.7% | $2,587+308.0% | $4,763+121.6% |
| Participant deferral / active EE | $12,588 | $4,600+173.7% | $3,890+223.6% | $5,983+110.4% |
| Admin fee / account holder | $264 | $6,159-95.7% | $4,884-94.6% | $11,252-97.7% |