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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,201 | $180,466+23.7% | $154,114+44.8% | $135,382+64.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 9.56% | 888.15%-878.6pp | 735.16%-725.6pp | 519.77%-510.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |