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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,777 | $202,345+16.0% | $172,755+35.9% | $152,885+53.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 23.17% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.2pp |
| Employer contribution / active EE | $8,421 | $5,858+43.7% | $5,144+63.7% | $4,763+76.8% |
| Participant deferral / active EE | $5,254 | $5,948-11.7% | $5,198+1.1% | $5,851-10.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |