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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,950 | $88,087+141.7% | $164,866+29.2% | $74,546+185.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 136.87% | 17.27%+119.6pp | 69.97%+66.9pp | 1366.03%-1229.2pp |
| Employer contribution / active EE | $5,030 | $2,595+93.8% | $4,343+15.8% | $2,624+91.7% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |