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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,037 | $202,342+6.3% | $172,752+24.5% | $152,897+40.6% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 21.40% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $3,384 | $5,858-42.2% | $5,144-34.2% | $4,764-29.0% |
| Participant deferral / active EE | $8,803 | $5,948+48.0% | $5,198+69.4% | $5,851+50.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |