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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,764 | $80,748+174.6% | $102,383+116.6% | $74,429+198.0% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 144.55% | 27.57%+117.0pp | 24.94%+119.6pp | 1368.38%-1223.8pp |
| Employer contribution / active EE | $16,067 | $3,159+408.6% | $3,870+315.1% | $2,625+512.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |