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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,463 | $138,078-54.0% | $125,363-49.4% | $134,509-52.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.49%-768.3pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $7,000 | $5,245+33.5% | $4,815+45.4% | $4,741+47.7% |
| Participant deferral / active EE | $13,650 | $7,800+75.0% | $7,447+83.3% | $6,400+113.3% |
| Admin fee / account holder | $46 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |