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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,319 | $101,653+26.2% | $147,080-12.8% | $74,459+72.3% |
| Participation rate | 96.2% | 75.6%+20.6pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 285.01% | 8754.98%-8470.0pp | 420.17%-135.2pp | 1369.70%-1084.7pp |
| Employer contribution / active EE | $8,367 | $3,813+119.4% | $4,933+69.6% | $2,626+218.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |