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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,395 | $89,225+96.6% | $135,987+29.0% | $74,429+135.7% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.4%+19.4pp | 67.2%+28.6pp |
| Annual return | 48.91% | 22.76%+26.1pp | 580.01%-531.1pp | 1368.38%-1319.5pp |
| Employer contribution / active EE | $12,078 | $2,816+329.0% | $4,214+186.6% | $2,625+360.2% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,027-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,545-99.9% | $6,716-100.0% | $1,944-99.9% |