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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,856 | $202,342-58.1% | $172,753-50.9% | $152,909-44.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 24.03% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.4pp |
| Employer contribution / active EE | $10,020 | $5,857+71.1% | $5,144+94.8% | $4,764+110.3% |
| Participant deferral / active EE | $9,159 | $5,948+54.0% | $5,198+76.2% | $5,851+56.5% |
| Admin fee / account holder | $240 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |