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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,188 | $202,342-51.0% | $172,753-42.6% | $152,909-35.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.43% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,285 | $5,857-78.1% | $5,144-75.0% | $4,764-73.0% |
| Participant deferral / active EE | $9,378 | $5,948+57.7% | $5,198+80.4% | $5,851+60.3% |
| Admin fee / account holder | $133 | $17,112-99.2% | $13,956-99.0% | $11,601-98.9% |