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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,753 | $202,342+1.2% | $172,752+18.5% | $152,897+33.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.69% | 1029.83%-1007.1pp | 802.97%-780.3pp | 345.43%-322.7pp |
| Employer contribution / active EE | $7,918 | $5,858+35.2% | $5,144+53.9% | $4,764+66.2% |
| Participant deferral / active EE | $8,343 | $5,948+40.3% | $5,198+60.5% | $5,851+42.6% |
| Admin fee / account holder | $65 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |