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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,867 | $101,499-5.5% | $147,005-34.8% | $74,546+28.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 58.93% | 8732.34%-8673.4pp | 418.76%-359.8pp | 1366.03%-1307.1pp |
| Employer contribution / active EE | $4,909 | $3,811+28.8% | $4,934-0.5% | $2,624+87.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $1,748-99.8% | $13,006-100.0% | $1,944-99.8% |