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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,310 | $198,457+24.1% | $170,435+44.5% | $147,586+66.9% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 15.08% | 257.30%-242.2pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $10,788 | $6,183+74.5% | $5,432+98.6% | $4,876+121.2% |
| Participant deferral / active EE | $7,658 | $5,629+36.0% | $4,939+55.0% | $5,439+40.8% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |