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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,530 | $101,591+47.2% | $147,096+1.7% | $74,429+100.9% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 23.62% | 8746.45%-8722.8pp | 419.75%-396.1pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $7,599 | $3,813+99.3% | $4,936+54.0% | $2,625+189.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |