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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,924 | $226,135-80.6% | $182,558-75.9% | $152,909-71.3% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.5%+10.9pp |
| Annual return | 46.80% | 192.60%-145.8pp | 148.59%-101.8pp | 345.46%-298.7pp |
| Employer contribution / active EE | $8,071 | $4,979+62.1% | $4,076+98.0% | $4,764+69.4% |
| Participant deferral / active EE | $9,917 | $6,371+55.7% | $5,526+79.5% | $5,851+69.5% |
| Admin fee / account holder | $223 | $10,707-97.9% | $8,594-97.4% | $11,601-98.1% |