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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,079 | $90,617+148.4% | $79,476+183.2% | $135,382+66.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.82% | 977.57%-967.7pp | 718.21%-708.4pp | 519.77%-509.9pp |
| Employer contribution / active EE | $3,281 | $3,068+7.0% | $2,800+17.2% | $4,779-31.3% |
| Participant deferral / active EE | $6,831 | $4,050+68.7% | $3,704+84.4% | $5,609+21.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |