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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,590 | $118,708-47.3% | $98,920-36.7% | $158,966-60.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 40.75% | 372.49%-331.7pp | 196.47%-155.7pp | 302.95%-262.2pp |
| Employer contribution / active EE | $16,667 | $3,334+399.9% | $2,689+519.7% | $4,762+250.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |