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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,370 | $202,345-69.2% | $172,755-63.9% | $152,885-59.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.23% | 1029.77%-1007.5pp | 802.94%-780.7pp | 345.39%-323.2pp |
| Employer contribution / active EE | $3,001 | $5,858-48.8% | $5,144-41.7% | $4,763-37.0% |
| Participant deferral / active EE | $7,570 | $5,948+27.3% | $5,198+45.6% | $5,851+29.4% |
| Admin fee / account holder | $297 | $17,111-98.3% | $13,955-97.9% | $11,598-97.4% |