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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,263 | $101,591+109.9% | $147,096+45.0% | $74,429+186.5% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 27.04% | 8746.45%-8719.4pp | 419.75%-392.7pp | 1368.38%-1341.3pp |
| Employer contribution / active EE | $15,640 | $3,813+310.2% | $4,936+216.9% | $2,625+495.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |