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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,628 | $167,030-41.6% | $135,768-28.1% | $155,188-37.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.98% | 678.39%-664.4pp | 526.10%-512.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $23,250 | $4,132+462.6% | $3,394+585.1% | $4,248+447.3% |
| Participant deferral / active EE | $11,750 | $4,528+159.5% | $3,977+195.4% | $6,531+79.9% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |