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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,575 | $92,766-36.9% | $82,763-29.2% | $134,545-56.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.58% | 946.97%-942.4pp | 702.45%-697.9pp | 418.37%-413.8pp |
| Employer contribution / active EE | $15,128 | $3,273+362.2% | $3,008+402.9% | $4,742+219.0% |
| Participant deferral / active EE | $2,276 | $4,802-52.6% | $4,395-48.2% | $6,401-64.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |