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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,944 | $99,647+26.4% | $86,439+45.7% | $134,509-6.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 6784.13%-6800.3pp | 4395.55%-4411.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $7,500 | $4,401+70.4% | $3,769+99.0% | $4,741+58.2% |
| Participant deferral / active EE | $27,000 | $7,246+272.6% | $6,952+288.4% | $6,400+321.9% |
| Admin fee / account holder | $20 | $8,373-99.8% | $6,732-99.7% | $11,427-99.8% |