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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,212 | $92,766+50.1% | $82,763+68.2% | $134,545+3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $40,500 | $3,273+1137.4% | $3,008+1246.3% | $4,742+754.2% |
| Participant deferral / active EE | $27,000 | $4,802+462.2% | $4,395+514.3% | $6,401+321.8% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |