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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,113 | $88,754+61.2% | $81,820+74.9% | $145,877-1.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.70% | 1031.77%-1018.1pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $20,000 | $3,085+548.2% | $2,915+586.1% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |