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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,634 | $101,499+31.7% | $147,005-9.1% | $74,546+79.3% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 49.60% | 8732.34%-8682.7pp | 418.76%-369.2pp | 1366.03%-1316.4pp |
| Employer contribution / active EE | $8,901 | $3,811+133.5% | $4,934+80.4% | $2,624+239.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |