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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,118 | $115,810-42.9% | $101,271-34.7% | $158,966-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $10,700 | $4,175+156.3% | $3,660+192.3% | $4,762+124.7% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,371+296.6% | $5,983+189.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |