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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,343 | $202,326-55.8% | $172,745-48.3% | $152,870-41.6% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 23.94% | 1029.72%-1005.8pp | 802.90%-779.0pp | 345.34%-321.4pp |
| Employer contribution / active EE | $8,994 | $5,858+53.5% | $5,144+74.8% | $4,763+88.8% |
| Participant deferral / active EE | $6,956 | $5,948+17.0% | $5,197+33.8% | $5,850+18.9% |
| Admin fee / account holder | $22 | $17,110-99.9% | $13,954-99.8% | $11,597-99.8% |