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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,530 | $101,653+47.1% | $147,080+1.7% | $74,459+100.8% |
| Participation rate | 99.2% | 75.6%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 23.62% | 8754.98%-8731.4pp | 420.17%-396.5pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $7,599 | $3,813+99.3% | $4,933+54.0% | $2,626+189.4% |
| 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% |