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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,824 | $198,462-68.3% | $170,439-63.1% | $147,585-57.4% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 22.22% | 257.30%-235.1pp | 205.94%-183.7pp | 578.58%-556.4pp |
| Employer contribution / active EE | $6,500 | $6,184+5.1% | $5,433+19.6% | $4,876+33.3% |
| Participant deferral / active EE | $3,265 | $5,629-42.0% | $4,939-33.9% | $5,439-40.0% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |