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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,073 | $96,123+110.2% | $77,361+161.2% | $198,609+1.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 3.77% | 2054.81%-2051.0pp | 1011.54%-1007.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $7,500 | $3,791+97.9% | $2,990+150.8% | $5,055+48.4% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |