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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,319 | $101,539+26.4% | $147,041-12.7% | $74,400+72.5% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 285.01% | 8740.84%-8455.8pp | 419.21%-134.2pp | 1367.51%-1082.5pp |
| Employer contribution / active EE | $8,367 | $3,811+119.5% | $4,935+69.5% | $2,624+218.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |