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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,269 | $90,607+20.6% | $79,467+37.5% | $135,380-19.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.30% | 977.74%-966.4pp | 718.30%-707.0pp | 519.81%-508.5pp |
| Employer contribution / active EE | $13,125 | $3,068+327.9% | $2,800+368.7% | $4,779+174.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |