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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,347 | $73,518+228.3% | $63,003+283.1% | $147,585+63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.42% | 175.46%-160.0pp | 87.59%-72.2pp | 578.56%-563.1pp |
| Employer contribution / active EE | $14,873 | $3,322+347.7% | $2,760+438.8% | $4,876+205.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |