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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,917 | $114,047+29.7% | $96,144+53.9% | $167,497-11.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.49% | 189.89%-176.4pp | 191.96%-178.5pp | 478.62%-465.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $250 | $6,897-96.4% | $5,537-95.5% | $12,310-98.0% |