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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,047 | $109,372-80.8% | $89,414-76.5% | $158,966-86.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 97.07% | 345.55%-248.5pp | 245.50%-148.4pp | 302.95%-205.9pp |
| Employer contribution / active EE | $6,312 | $3,171+99.0% | $2,586+144.0% | $4,762+32.5% |
| Participant deferral / active EE | $8,977 | $4,598+95.2% | $3,890+130.8% | $5,983+50.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |