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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,810 | $97,732+50.2% | $83,831+75.1% | $135,380+8.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.68% | 1287.56%-1295.2pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,000 | $4,222-28.9% | $3,631-17.4% | $4,779-37.2% |
| Participant deferral / active EE | $12,000 | $4,683+156.3% | $4,082+194.0% | $5,609+113.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |