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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,288 | $202,342-52.4% | $172,752-44.3% | $152,897-37.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 26.35% | 1029.83%-1003.5pp | 802.97%-776.6pp | 345.43%-319.1pp |
| Employer contribution / active EE | $6,402 | $5,858+9.3% | $5,144+24.4% | $4,764+34.4% |
| Participant deferral / active EE | $5,058 | $5,948-15.0% | $5,198-2.7% | $5,851-13.5% |
| Admin fee / account holder | $167 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |