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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,784 | $202,326+21.0% | $172,745+41.7% | $152,870+60.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.80% | 1029.72%-1005.9pp | 802.90%-779.1pp | 345.34%-321.5pp |
| Employer contribution / active EE | $7,537 | $5,858+28.7% | $5,144+46.5% | $4,763+58.2% |
| Participant deferral / active EE | $7,136 | $5,948+20.0% | $5,197+37.3% | $5,850+22.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |