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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,193 | $209,874+8.3% | $189,537+19.9% | $167,536+35.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 42.05% | 748.61%-706.6pp | 555.34%-513.3pp | 478.82%-436.8pp |
| Employer contribution / active EE | $11,055 | $6,913+59.9% | $6,161+79.4% | $4,839+128.5% |
| Participant deferral / active EE | $7,827 | $8,934-12.4% | $8,220-4.8% | $6,342+23.4% |
| Admin fee / account holder | $238 | $14,299-98.3% | $12,048-98.0% | $12,315-98.1% |