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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,461 | $226,135-87.9% | $182,558-85.0% | $152,909-82.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 105.94% | 192.60%-86.7pp | 148.59%-42.7pp | 345.46%-239.5pp |
| Employer contribution / active EE | $5,000 | $4,979+0.4% | $4,076+22.7% | $4,764+5.0% |
| Participant deferral / active EE | $5,400 | $6,371-15.2% | $5,526-2.3% | $5,851-7.7% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |