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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,072 | $101,591+99.9% | $147,096+38.1% | $74,429+172.8% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 15.26% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $7,617 | $3,813+99.8% | $4,936+54.3% | $2,625+190.2% |
| Participant deferral / active EE | $3,455 | $7,302-52.7% | $8,071-57.2% | $4,348-20.5% |
| Admin fee / account holder | $1 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |