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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,634 | $101,672+31.4% | $147,117-9.2% | $74,478+79.4% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 49.60% | 8757.83%-8708.2pp | 420.54%-370.9pp | 1370.56%-1321.0pp |
| Employer contribution / active EE | $8,901 | $3,813+133.4% | $4,932+80.4% | $2,626+238.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |