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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,033 | $101,653+121.4% | $147,080+53.0% | $74,459+202.2% |
| Participation rate | 96.7% | 75.6%+21.1pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 118.04% | 8754.98%-8636.9pp | 420.17%-302.1pp | 1369.70%-1251.7pp |
| Employer contribution / active EE | $4,273 | $3,813+12.0% | $4,933-13.4% | $2,626+62.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |