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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,880 | $138,102+59.2% | $125,381+75.4% | $134,532+63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.92% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $16,750 | $5,245+219.3% | $4,815+247.9% | $4,741+253.3% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |