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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,218 | $135,645-44.5% | $110,243-31.8% | $135,379-44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 71.78% | 513.24%-441.5pp | 314.76%-243.0pp | 519.79%-448.0pp |
| Employer contribution / active EE | $9,480 | $4,907+93.2% | $3,827+147.7% | $4,779+98.4% |
| Participant deferral / active EE | $24,500 | $5,507+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |