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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,334 | $107,363-11.2% | $92,909+2.6% | $152,897-37.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 23.98% | 145.63%-121.6pp | 109.44%-85.5pp | 345.43%-321.4pp |
| Employer contribution / active EE | $3,320 | $4,222-21.4% | $3,653-9.1% | $4,764-30.3% |
| Participant deferral / active EE | $13,690 | $4,848+182.4% | $4,238+223.0% | $5,851+134.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |