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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,784 | $202,342+21.0% | $172,753+41.7% | $152,909+60.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.80% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.7pp |
| Employer contribution / active EE | $7,537 | $5,857+28.7% | $5,144+46.5% | $4,764+58.2% |
| Participant deferral / active EE | $7,136 | $5,948+20.0% | $5,198+37.3% | $5,851+22.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |