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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,445 | $118,708-64.2% | $98,920-57.1% | $158,982-73.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.16% | 372.49%-343.3pp | 196.47%-167.3pp | 302.99%-273.8pp |
| Employer contribution / active EE | $4,128 | $3,334+23.8% | $2,689+53.5% | $4,763-13.3% |
| Participant deferral / active EE | $9,850 | $5,089+93.5% | $4,245+132.0% | $5,983+64.6% |
| Admin fee / account holder | $2 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |