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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,108 | $165,381+36.1% | $149,730+50.3% | $158,966+41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.17% | 348.29%-315.1pp | 276.70%-243.5pp | 302.95%-269.8pp |
| Employer contribution / active EE | $6,427 | $5,104+25.9% | $4,645+38.4% | $4,762+35.0% |
| Participant deferral / active EE | $8,998 | $7,182+25.3% | $6,843+31.5% | $5,983+50.4% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |