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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,968 | $97,761+69.8% | $83,850+97.9% | $135,382+22.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.41% | 1287.44%-1279.0pp | 850.92%-842.5pp | 519.77%-511.4pp |
| Employer contribution / active EE | $17,500 | $4,222+314.5% | $3,631+382.0% | $4,779+266.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |