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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,897 | $209,428+6.4% | $178,498+24.9% | $158,950+40.2% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.67% | 188.78%-173.1pp | 151.09%-135.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $11,677 | $5,707+104.6% | $5,011+133.0% | $4,762+145.2% |
| Participant deferral / active EE | $6,662 | $5,955+11.9% | $5,202+28.1% | $5,983+11.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |