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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,844 | $138,102-57.4% | $125,381-53.1% | $134,532-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.37% | 750.73%-749.4pp | 572.31%-570.9pp | 418.27%-416.9pp |
| Employer contribution / active EE | $9,078 | $5,245+73.1% | $4,815+88.5% | $4,741+91.5% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |