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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,492 | $90,606+51.7% | $79,466+73.0% | $135,379+1.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.77% | 977.69%-982.5pp | 718.28%-723.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $5,100 | $3,068+66.2% | $2,800+82.1% | $4,779+6.7% |
| Participant deferral / active EE | $5,100 | $4,050+25.9% | $3,704+37.7% | $5,609-9.1% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |