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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,026 | $101,499-11.3% | $147,005-38.8% | $74,546+20.8% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 1497.04% | 8732.34%-7235.3pp | 418.76%+1078.3pp | 1366.03%+131.0pp |
| Employer contribution / active EE | $10,060 | $3,811+164.0% | $4,934+103.9% | $2,624+283.3% |
| 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% |