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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,732 | $101,672+40.4% | $147,117-3.0% | $74,478+91.6% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 37.13% | 8757.83%-8720.7pp | 420.54%-383.4pp | 1370.56%-1333.4pp |
| Employer contribution / active EE | $3,745 | $3,813-1.8% | $4,932-24.1% | $2,626+42.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |