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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,051 | $209,840+1.1% | $189,517+11.9% | $167,497+26.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.37% | 748.35%-731.0pp | 555.19%-537.8pp | 478.62%-461.3pp |
| Employer contribution / active EE | $18,261 | $6,914+164.1% | $6,162+196.4% | $4,838+277.5% |
| Participant deferral / active EE | $14,790 | $8,935+65.5% | $8,221+79.9% | $6,341+133.2% |
| Admin fee / account holder | $60 | $14,294-99.6% | $12,045-99.5% | $12,310-99.5% |