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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,702 | $110,093-35.8% | $97,295-27.3% | $145,897-51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 244.76%-233.9pp | 75.62%-64.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $15,342 | $3,077+398.5% | $2,723+463.4% | $4,663+229.0% |
| Participant deferral / active EE | $6,014 | $4,678+28.6% | $4,264+41.1% | $6,689-10.1% |
| Admin fee / account holder | $282 | $6,212-95.5% | $5,646-95.0% | $13,390-97.9% |