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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,244 | $84,499+56.5% | $125,391+5.5% | $66,949+97.5% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+12.9pp | 69.8%+25.5pp |
| Annual return | 511.78% | -8.49%+520.3pp | 572.41%-60.6pp | 1.57%+510.2pp |
| Employer contribution / active EE | $16,669 | $3,554+369.1% | $4,816+246.1% | $2,545+554.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,009-100.0% | $594-99.5% |