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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $183,978-25.3% | $162,171-15.2% | $152,885-10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.00% | 150.78%-130.8pp | 115.60%-95.6pp | 345.39%-325.4pp |
| Employer contribution / active EE | $17,500 | $6,370+174.7% | $5,613+211.8% | $4,763+267.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |