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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,580 | $54,717+164.2% | $86,209+67.7% | $71,495+102.2% |
| Participation rate | 99.3% | 60.1%+39.2pp | 69.0%+30.4pp | 67.9%+31.4pp |
| Annual return | 207.99% | 20.07%+187.9pp | 1169.05%-961.1pp | 28.85%+179.1pp |
| Employer contribution / active EE | $8,690 | $1,267+585.9% | $2,381+264.9% | $2,589+235.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |