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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,859 | $102,422+7.3% | $147,117-25.3% | $80,959+35.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 437.91% | 135.16%+302.8pp | 420.54%+17.4pp | 35.67%+402.2pp |
| Employer contribution / active EE | $13,698 | $3,717+268.5% | $4,932+177.7% | $2,757+396.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |