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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,426 | $88,815+143.7% | $81,882+164.3% | $145,897+48.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.27% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $22,500 | $3,086+629.0% | $2,916+671.6% | $4,663+382.6% |
| Participant deferral / active EE | $28,050 | $4,647+503.6% | $4,323+548.8% | $6,689+319.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |