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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,740 | $102,429-4.6% | $147,096-33.6% | $80,925+20.8% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 14.26% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $10,035 | $3,716+170.1% | $4,936+103.3% | $2,756+264.1% |
| Participant deferral / active EE | $6,396 | $6,649-3.8% | $8,071-20.7% | $4,299+48.8% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |