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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,369 | $165,361+33.3% | $149,715+47.2% | $158,950+38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.24%-328.2pp | 276.66%-256.7pp | 302.91%-282.9pp |
| Employer contribution / active EE | $8,494 | $5,103+66.4% | $4,645+82.9% | $4,762+78.4% |
| Participant deferral / active EE | $11,482 | $7,182+59.9% | $6,842+67.8% | $5,983+91.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |