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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,936 | $96,678+158.5% | $86,640+188.5% | $139,466+79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 46.68% | 106.69%-60.0pp | 592.52%-545.8pp | 373.66%-327.0pp |
| Employer contribution / active EE | $14,962 | $3,265+358.2% | $3,024+394.7% | $4,754+214.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |