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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,628 | $154,754-36.9% | $124,206-21.4% | $138,895-29.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.98% | 709.28%-695.3pp | 515.27%-501.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $23,250 | $4,446+422.9% | $3,540+556.7% | $4,194+454.3% |
| Participant deferral / active EE | $11,750 | $4,621+154.3% | $3,968+196.2% | $6,396+83.7% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |