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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,923 | $90,607-53.7% | $79,467-47.2% | $135,380-69.0% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 44.46% | 977.74%-933.3pp | 718.30%-673.8pp | 519.81%-475.3pp |
| Employer contribution / active EE | $9,952 | $3,068+224.4% | $2,800+255.4% | $4,779+108.3% |
| Participant deferral / active EE | $4,815 | $4,050+18.9% | $3,704+30.0% | $5,609-14.2% |
| Admin fee / account holder | $39 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |