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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,756 | $104,106+121.7% | $71,086+224.6% | $135,382+70.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 48.70% | 1256.30%-1207.6pp | 650.59%-601.9pp | 519.77%-471.1pp |
| Employer contribution / active EE | $990 | $1,485-33.3% | $1,088-9.0% | $4,779-79.3% |
| Participant deferral / active EE | $2,454 | $2,527-2.9% | $1,874+30.9% | $5,609-56.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |