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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,563 | $138,102-54.0% | $125,381-49.3% | $134,532-52.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.82% | 750.73%-758.5pp | 572.31%-580.1pp | 418.27%-426.1pp |
| Employer contribution / active EE | $20,250 | $5,245+286.1% | $4,815+320.5% | $4,741+327.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |