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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,132 | $202,342-47.5% | $172,753-38.6% | $152,909-30.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 18.52% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $5,990 | $5,857+2.3% | $5,144+16.4% | $4,764+25.7% |
| Participant deferral / active EE | $5,206 | $5,948-12.5% | $5,198+0.2% | $5,851-11.0% |
| Admin fee / account holder | $99 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |