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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,027 | $115,796+14.9% | $101,264+31.4% | $158,950-16.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 19.63% | 56.15%-36.5pp | 46.48%-26.9pp | 302.91%-283.3pp |
| Employer contribution / active EE | $3,746 | $4,175-10.3% | $3,660+2.3% | $4,762-21.3% |
| Participant deferral / active EE | $13,971 | $4,958+181.8% | $4,370+219.7% | $5,983+133.5% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |