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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,054 | $109,863+71.2% | $98,477+91.0% | $167,518+12.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 42.71% | 1958.09%-1915.4pp | 1493.59%-1450.9pp | 478.71%-436.0pp |
| Employer contribution / active EE | $11,052 | $3,225+242.7% | $2,961+273.3% | $4,838+128.4% |
| Participant deferral / active EE | $10,936 | $4,673+134.0% | $4,276+155.7% | $6,342+72.4% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |