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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,346 | $198,457+5.5% | $170,435+22.8% | $147,586+41.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.94% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $10,536 | $6,183+70.4% | $5,432+93.9% | $4,876+116.1% |
| Participant deferral / active EE | $6,724 | $5,629+19.4% | $4,939+36.1% | $5,439+23.6% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |