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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,515 | $183,988-78.0% | $162,177-75.0% | $152,897-73.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 42.73% | 150.79%-108.1pp | 115.60%-72.9pp | 345.43%-302.7pp |
| Employer contribution / active EE | $4,891 | $6,370-23.2% | $5,613-12.9% | $4,764+2.7% |
| Participant deferral / active EE | $12,136 | $8,032+51.1% | $7,297+66.3% | $5,851+107.4% |
| Admin fee / account holder | $60 | $13,123-99.5% | $10,843-99.4% | $11,599-99.5% |