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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,298 | $198,457+6.5% | $170,435+24.0% | $147,586+43.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.71% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $9,977 | $6,183+61.4% | $5,432+83.7% | $4,876+104.6% |
| Participant deferral / active EE | $9,274 | $5,629+64.7% | $4,939+87.8% | $5,439+70.5% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |