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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,791 | $90,607+73.0% | $79,467+97.3% | $135,380+15.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.15% | 977.74%-975.6pp | 718.30%-716.2pp | 519.81%-517.7pp |
| Employer contribution / active EE | $3,827 | $3,068+24.7% | $2,800+36.7% | $4,779-19.9% |
| Participant deferral / active EE | $8,736 | $4,050+115.7% | $3,704+135.9% | $5,609+55.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |