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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,176 | $96,691+56.3% | $86,656+74.5% | $139,487+8.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 35.92% | 106.87%-70.9pp | 593.09%-557.2pp | 373.84%-337.9pp |
| Employer contribution / active EE | $6,000 | $3,267+83.7% | $3,025+98.3% | $4,755+26.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |